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Crestwood Advisors Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Crestwood Advisors Group’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 		$877K Sell
15,445
-1,170
-7% -$68.8K 0.01% 314
2025
Q4 		$909K Sell
16,615
-20
-0.1% -$1.09K 0.02% 294
2025
Q3 		$888K Sell
16,635
-1,589
-9% -$79.8K 0.02% 301
2025
Q2 		$879K Buy
18,224
+782
+4% +$35.2K 0.02% 294
2025
Q1 		$762K Sell
17,442
-1,544
-8% -$67.1K 0.01% 297
2024
Q4 		$794K Sell
18,986
-4,337
-19% -$192K 0.01% 258
2024
Q3 		$1.07M Buy
23,323
+4,331
+23% +$187K 0.02% 228
2024
Q2 		$809K Buy
18,992
+619
+3% +$26K 0.02% 239
2024
Q1 		$755K Sell
18,373
-1,369
-7% -$54.5K 0.02% 235
2023
Q4 		$794K Sell
19,742
-1,339
-6% -$51.7K 0.02% 232
2023
Q3 		$800K Sell
21,081
-1,216
-5% -$48.1K 0.02% 211
2023
Q2 		$882K Sell
22,297
-264
-1% -$10.4K 0.03% 147
2023
Q1 		$890K Sell
22,561
-1,119
-5% -$44.5K 0.03% 147
2022
Q4 		$897K Sell
23,680
-3,990
-14% -$147K 0.03% 149
2022
Q3 		$965K Sell
27,670
-1,682
-6% -$65.6K 0.03% 141
2022
Q2 		$1.18M Sell
29,352
-14,238
-33% -$597K 0.04% 142
2022
Q1 		$1.97M Buy
43,590
+1,402
+3% +$66.2K 0.06% 120
2021
Q4 		$2.06M Sell
42,188
-977
-2% -$49.2K 0.05% 121
2021
Q3 		$2.17M Sell
43,165
-329
-0.8% -$17.1K 0.06% 119
2021
Q2 		$2.4M Sell
43,494
-3,398
-7% -$185K 0.07% 115
2021
Q1 		$2.5M Buy
46,892
+741
+2% +$40.6K 0.08% 113
2020
Q4 		$2.38M Sell
46,151
-2,978
-6% -$143K 0.08% 112
2020
Q3 		$2.17M Buy
49,129
+53
+0.1% +$2.33K 0.08% 103
2020
Q2 		$1.96M Sell
49,076
-419,320
-90% -$15.7M 0.08% 105
2020
Q1 		$16M Buy
468,396
+429,012
+1,089% +$17.6M 0.79% 46
2019
Q4 		$1.77M Sell
39,384
-510
-1% -$21.9K 0.07% 113
2019
Q3 		$1.63M Sell
39,894
-107
-0.3% -$4.42K 0.07% 111
2019
Q2 		$1.72M Buy
40,001
+10,210
+34% +$433K 0.08% 112
2019
Q1 		$1.28M Sell
29,791
-2,978
-9% -$125K 0.09% 76
2018
Q4 		$1.28M Buy
32,769
+23,915
+270% +$958K 0.1% 71
2018
Q3 		$380K Hold
8,854
– – 0.03% 119
2018
Q2 		$376K Sell
8,854
-83
-0.9% -$3.84K 0.03% 121
2018
Q1 		$431K Buy
8,937
+143
+2% +$7.01K 0.03% 109
2017
Q4 		$414K Buy
8,794
+1,908
+28% +$88.3K 0.03% 120
2017
Q3 		$309K Buy
+6,886
New +$303K 0.03% 122
2017
Q2 		– Sell
-1,906
Closed -$77K – 233
2017
Q1 		$77K Buy
+1,906
New +$72.4K 0.01% 212
2014
Q1 		– Sell
-10,294
Closed -$430K – 123
2013
Q4 		$430K Sell
10,294
-500
-5% -$20.9K 0.07% 80
2013
Q3 		$440K Sell
10,794
-2,948
-21% -$117K 0.08% 77
2013
Q2 		$529K Buy
+13,742
New +$570K 0.1% 67

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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

Crestwood Advisors Group's EEM Position: Q1 2026 in Review

Crestwood Advisors Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 7% in Q1 2026, selling an estimated $68.8K and leaving 15,445 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #314.

Crestwood Advisors Group first reported a position in EEM in Q2 2013 and has held it in 39 quarters since. The position peaked at $16M in Q1 2020. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Crestwood Advisors Group held 15,445 shares of iShares MSCI Emerging Markets ETF worth $877K as of Q1 2026.
  • Crestwood Advisors Group sold 1,170 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $68.8K.
  • iShares MSCI Emerging Markets ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #314 holding.
  • Crestwood Advisors Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 39 quarters since.
  • Crestwood Advisors Group's iShares MSCI Emerging Markets ETF position peaked at $16M in Q1 2020.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.