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

Eldridge 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
Q2 		$281K Buy
+4,104
New +$268K 0.06% 143
2025
Q1 		– Sell
-5,713
Closed -$239K – 158
2024
Q4 		$239K Sell
5,713
-1,610
-22% -$71.3K 0.06% 142
2024
Q3 		$336K Sell
7,323
-290
-4% -$12.5K 0.08% 128
2024
Q2 		$324K Sell
7,613
-450
-6% -$18.9K 0.08% 122
2024
Q1 		$331K Sell
8,063
-750
-9% -$29.8K 0.09% 124
2023
Q4 		$354K Sell
8,813
-752
-8% -$29K 0.09% 114
2023
Q3 		$363K Sell
9,565
-1,230
-11% -$48.7K 0.12% 102
2023
Q2 		$427K Sell
10,795
-495
-4% -$19.5K 0.14% 91
2023
Q1 		$446K Buy
11,290
+365
+3% +$14.5K 0.15% 87
2022
Q4 		$414K Sell
10,925
-4,790
-30% -$177K 0.14% 90
2022
Q3 		$548K Sell
15,715
-5,232
-25% -$204K 0.21% 71
2022
Q2 		$840K Buy
20,947
+2
+0% +$84 0.32% 55
2022
Q1 		$946K Buy
20,945
+191
+0.9% +$9.01K 0.32% 52
2021
Q4 		$1.01M Sell
20,754
-781
-4% -$39.3K 0.33% 52
2021
Q3 		$1.08M Buy
21,535
+74
+0.3% +$3.85K 0.39% 41
2021
Q2 		$1.18M Buy
21,461
+734
+4% +$39.9K 0.43% 41
2021
Q1 		$1.11M Buy
20,727
+2,284
+12% +$125K 0.43% 38
2020
Q4 		$953K Buy
18,443
+521
+3% +$25.1K 0.4% 38
2020
Q3 		$790K Buy
17,922
+971
+6% +$42.6K 0.37% 38
2020
Q2 		$678K Buy
16,951
+177
+1% +$6.63K 0.34% 42
2020
Q1 		$573K Sell
16,774
-175
-1% -$7.18K 0.33% 44
2019
Q4 		$761K Buy
16,949
+149
+0.9% +$6.4K 0.37% 46
2019
Q3 		$687K Buy
16,800
+305
+2% +$12.6K 0.35% 42
2019
Q2 		$708K Buy
16,495
+165
+1% +$7K 0.38% 41
2019
Q1 		$701K Sell
16,330
-44
-0.3% -$1.85K 0.38% 40
2018
Q4 		$640K Buy
16,374
+1,168
+8% +$46.8K 0.4% 40
2018
Q3 		$652K Buy
15,206
+3,900
+34% +$168K 0.42% 33
2018
Q2 		$489K Buy
11,306
+316
+3% +$14.6K 0.35% 41
2018
Q1 		$530K Buy
10,990
+1,200
+12% +$58.8K 0.4% 36
2017
Q4 		$469K Buy
+9,790
New +$453K 0.36% 34

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Eldridge Investment Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q2 2026: 4,104 shares worth $281K. The stake represents 0.06% of the portfolio and ranks #143 among its holdings. This is a return to the name: Eldridge Investment Advisors previously reported a position in EEM as recently as Q4 2024.

Eldridge Investment Advisors first reported a position in EEM in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.18M in Q2 2021. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Eldridge Investment Advisors held 4,104 shares of iShares MSCI Emerging Markets ETF worth $281K as of Q2 2026.
  • iShares MSCI Emerging Markets ETF was a new Eldridge Investment Advisors position in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.06% of Eldridge Investment Advisors's portfolio in Q2 2026, its #143 holding.
  • Eldridge Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 30 quarters since.
  • Eldridge Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.18M in Q2 2021.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.