Edgestream Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Edgestream Partners’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 Q2	$805K	Buy	+11,769	New	+$769K	0.02%	705
2026 Q1	–	Sell	-18,503	Closed	-$1.01M	–	929
2025 Q4	$1.01M	Buy	+18,503	New	+$1.01M	0.03%	693
2025 Q2	–	Sell	-4,672	Closed	-$204K	–	899
2025 Q1	$204K	Buy	+4,672	New	+$203K	0.01%	809
2024 Q3	–	Sell	-21,347	Closed	-$909K	–	899
2024 Q2	$909K	Buy	21,347 +9,493	+80%	+$398K	0.04%	542
2024 Q1	$487K	Buy	+11,854	New	+$472K	0.02%	642
2023 Q4	–	Sell	-19,607	Closed	-$744K	–	888
2023 Q3	$744K	Buy	+19,607	New	+$776K	0.06%	487
2021 Q1	–	Sell	-243,202	Closed	-$12.6M	–	392
2020 Q4	$12.6M	Buy	+243,202	New	+$11.7M	0.63%	43
2020 Q2	–	Sell	-13,281	Closed	-$453K	–	307
2020 Q1	$453K	Sell	13,281 -56,610	-81%	-$2.32M	0.04%	260
2019 Q4	$3.14M	Sell	69,891 -54,600	-44%	-$2.34M	0.16%	162
2019 Q3	$5.09M	Buy	124,491 +100,065	+410%	+$4.13M	0.49%	72
2019 Q2	$1.05M	Sell	24,426 -21,054	-46%	-$894K	0.12%	139
2019 Q1	$1.95M	Buy	+45,480	New	+$1.91M	0.29%	98
2018 Q3	–	Sell	-35,835	Closed	-$1.55M	–	274
2018 Q2	$1.55M	Buy	+35,835	New	+$1.66M	0.32%	113
2017 Q4	–	Sell	-7,229	Closed	-$324K	–	97
2017 Q3	$324K	Sell	7,229 -3,109	-30%	-$137K	0.17%	93
2017 Q2	$428K	Sell	10,338 -10,610	-51%	-$432K	0.16%	94
2017 Q1	$825K	Buy	+20,948	New	+$796K	0.36%	62
2016 Q4	–	Sell	-8,581	Closed	-$321K	–	101
2016 Q3	$321K	Sell	8,581 -3,422	-29%	-$125K	0.18%	99
2016 Q2	$412K	Buy	+12,003	New	+$403K	0.55%	31
2016 Q1	–	Sell	-11,014	Closed	-$355K	–	74
2015 Q4	$355K	Buy	+11,014	New	+$378K	1.01%	37
2014 Q3	–	Sell	-16,614	Closed	-$718K	–	83
2014 Q2	$718K	Buy	+16,614	New	+$705K	0.46%	45

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edgestream Partners's EEM Position: Q2 2026 in Review

Edgestream Partners opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 11,769 shares worth $805K. The stake represents 0.02% of the portfolio and ranks #705 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in EEM as recently as Q4 2025.

Edgestream Partners first reported a position in EEM in Q2 2014 and has held it in 20 quarters since. The position peaked at $12.6M in Q4 2020. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Edgestream Partners held 11,769 shares of iShares MSCI Emerging Markets ETF worth $805K as of Q2 2026.
iShares MSCI Emerging Markets ETF was a new Edgestream Partners position in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #705 holding.
Edgestream Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2014 and has held it in 20 quarters since.
Edgestream Partners's iShares MSCI Emerging Markets ETF position peaked at $12.6M in Q4 2020.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.