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

Concurrent Investment Advisors’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Concurrent Investment Advisors's EEM Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 19% in Q1 2026, buying an estimated $1.58M and bringing the position to 170,247 shares worth $9.67M. The position accounts for 0.11% of the portfolio, ranked #211.

Concurrent Investment Advisors first reported a position in EEM in Q1 2024 and has held it in 9 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Concurrent Investment Advisors held 170,247 shares of iShares MSCI Emerging Markets ETF worth $9.67M as of Q1 2026.
Concurrent Investment Advisors bought 26,921 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.58M.
iShares MSCI Emerging Markets ETF made up 0.11% of Concurrent Investment Advisors's portfolio in Q1 2026, its #211 holding.
Concurrent Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.