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Diversified Portfolios Inc’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Diversified Portfolios Inc’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 		$515K Buy
9,074
+30
+0.3% +$1.76K 0.04% 124
2025
Q4 		$495K Sell
9,044
-1,777
-16% -$96.6K 0.04% 132
2025
Q3 		$578K Sell
10,821
-900
-8% -$45.2K 0.05% 117
2025
Q2 		$565K Buy
11,721
+750
+7% +$33.7K 0.05% 110
2025
Q1 		$479K Buy
10,971
+348
+3% +$15.1K 0.05% 110
2024
Q4 		$444K Buy
10,623
+20
+0.2% +$886 0.05% 113
2024
Q3 		$486K Buy
10,603
+369
+4% +$15.9K 0.05% 105
2024
Q2 		$436K Sell
10,234
-866
-8% -$36.3K 0.06% 104
2024
Q1 		$456K Buy
11,100
+1,350
+14% +$53.7K 0.06% 99
2023
Q4 		$392K Hold
9,750
– – 0.06% 100
2023
Q3 		$370K Buy
9,750
+215
+2% +$8.51K 0.07% 93
2023
Q2 		$377K Sell
9,535
-86
-0.9% -$3.38K 0.08% 99
2023
Q1 		$380K Buy
9,621
+1,175
+14% +$46.7K 0.08% 103
2022
Q4 		$320K Sell
8,446
-12,060
-59% -$445K 0.07% 107
2022
Q3 		$715K Sell
20,506
-14,369
-41% -$561K 0.19% 65
2022
Q2 		$1.4M Sell
34,875
-119
-0.3% -$4.99K 0.39% 40
2022
Q1 		$1.58M Sell
34,994
-1,922
-5% -$90.7K 0.38% 43
2021
Q4 		$1.8M Buy
36,916
+3,403
+10% +$171K 0.43% 37
2021
Q3 		$1.69M Buy
33,513
+211
+0.6% +$11K 0.47% 31
2021
Q2 		$1.84M Hold
33,302
– – 0.69% 22
2021
Q1 		$1.78M Sell
33,302
-720
-2% -$39.4K 0.58% 27
2020
Q4 		$1.76M Buy
34,022
+122
+0.4% +$5.87K 0.63% 26
2020
Q3 		$1.5M Buy
33,900
+18,080
+114% +$793K 0.65% 22
2020
Q2 		$633K Buy
15,820
+9,291
+142% +$348K 0.3% 33
2020
Q1 		$223K Hold
6,529
– – 0.12% 50
2019
Q4 		$293K Hold
6,529
– – 0.14% 47
2019
Q3 		$267K Buy
6,529
+126
+2% +$5.2K 0.14% 46
2019
Q2 		$275K Hold
6,403
– – 0.15% 41
2019
Q1 		$275K Sell
6,403
-500
-7% -$21K 0.15% 45
2018
Q4 		$270K Buy
6,903
+93
+1% +$3.73K 0.17% 40
2018
Q3 		$292K Sell
6,810
-176
-3% -$7.6K 0.16% 38
2018
Q2 		$303K Hold
6,986
– – 0.17% 36
2018
Q1 		$337K Sell
6,986
-311
-4% -$15.2K 0.19% 33
2017
Q4 		$344K Sell
7,297
-200
-3% -$9.25K 0.19% 36
2017
Q3 		$336K Sell
7,497
-1,315
-15% -$57.9K 0.19% 35
2017
Q2 		$365K Sell
8,812
-657
-7% -$26.7K 0.22% 31
2017
Q1 		$373K Sell
9,469
-2,049
-18% -$77.8K 0.23% 31
2016
Q4 		$403K Sell
11,518
-1,959
-15% -$70.7K 0.25% 29
2016
Q3 		$505K Sell
13,477
-593
-4% -$21.7K 0.32% 23
2016
Q2 		$483K Sell
14,070
-193
-1% -$6.48K 0.3% 25
2016
Q1 		$488K Sell
14,263
-2,190
-13% -$67.8K 0.31% 25
2015
Q4 		$530K Sell
16,453
-1,750
-10% -$60K 0.34% 24
2015
Q3 		$597K Buy
18,203
+267
+1% +$9.43K 0.4% 24
2015
Q2 		$647K Sell
17,936
-887
-5% -$37.1K 0.41% 24
2015
Q1 		$755K Sell
18,823
-357
-2% -$14.2K 0.48% 22
2014
Q4 		$754K Buy
+19,180
New +$780K 0.45% 24

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 $33.2B AUM 38.15% 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

Diversified Portfolios Inc's EEM Position: Q1 2026 in Review

Diversified Portfolios Inc increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.33% in Q1 2026, buying an estimated $1.76K and bringing the position to 9,074 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #124.

Diversified Portfolios Inc first reported a position in EEM in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.84M in Q2 2021. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Diversified Portfolios Inc held 9,074 shares of iShares MSCI Emerging Markets ETF worth $515K as of Q1 2026.
  • Diversified Portfolios Inc bought 30 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.76K.
  • iShares MSCI Emerging Markets ETF made up 0.04% of Diversified Portfolios Inc's portfolio in Q1 2026, its #124 holding.
  • Diversified Portfolios Inc first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and has held it in 46 quarters since.
  • Diversified Portfolios Inc's iShares MSCI Emerging Markets ETF position peaked at $1.84M in Q2 2021.
  • 1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.