Concurrent Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.9M Buy
466,139
+295,892
+174% +$19.3M 0.27% 69
2026
Q1
$9.67M Buy
170,247
+26,921
+19% +$1.58M 0.11% 211
2025
Q4
$7.84M Buy
143,326
+71,369
+99% +$3.88M 0.09% 235
2025
Q3
$3.84M Buy
71,957
+9,038
+14% +$454K 0.07% 290
2025
Q2
$3.04M Buy
62,919
+8,914
+17% +$401K 0.06% 324
2025
Q1
$2.36M Sell
54,005
-22,015
-29% -$956K 0.06% 337
2024
Q4
$3.18M Buy
76,020
+3,694
+5% +$164K 0.09% 231
2024
Q3
$3.32M Buy
72,326
+63,602
+729% +$2.74M 0.1% 215
2024
Q2
$372K Buy
8,724
+1,798
+26% +$75.4K 0.01% 675
2024
Q1
$284K Buy
+6,926
New +$276K 0.01% 689

Other funds holding EEM

Concurrent Investment Advisors's EEM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 174% in Q2 2026, buying an estimated $19.3M and bringing the position to 466,139 shares worth $31.9M. The position accounts for 0.27% of the portfolio, ranked #69.

Concurrent Investment Advisors first reported a position in EEM in Q1 2024 and has held it in 10 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Concurrent Investment Advisors held 466,139 shares of iShares MSCI Emerging Markets ETF worth $31.9M as of Q2 2026.
  • Concurrent Investment Advisors bought 295,892 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $19.3M.
  • iShares MSCI Emerging Markets ETF made up 0.27% of Concurrent Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.