Envestnet Portfolio Solutions
EEM icon

Envestnet Portfolio Solutions’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Envestnet Portfolio Solutions’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 		$593K Sell
10,439
-7,219
-41% -$425K ﹤0.01% 820
2025
Q4 		$966K Buy
17,658
+3,752
+27% +$204K ﹤0.01% 772
2025
Q3 		$743K Buy
13,906
+770
+6% +$38.7K ﹤0.01% 857
2025
Q2 		$634K Sell
13,136
-281
-2% -$12.6K ﹤0.01% 987
2025
Q1 		$586K Sell
13,417
-41,727
-76% -$1.81M ﹤0.01% 980
2024
Q4 		$2.31M Buy
55,144
+39,670
+256% +$1.76M 0.01% 621
2024
Q3 		$710K Buy
15,474
+2,650
+21% +$114K ﹤0.01% 1035
2024
Q2 		$546K Sell
12,824
-547
-4% -$22.9K ﹤0.01% 1103
2024
Q1 		$549K Sell
13,371
-25,363
-65% -$1.01M ﹤0.01% 1083
2023
Q4 		$1.56M Sell
38,734
-9,911
-20% -$383K 0.01% 663
2023
Q3 		$1.85M Buy
+48,645
New +$1.93M 0.01% 559

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

Envestnet Portfolio Solutions's EEM Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 41% in Q1 2026, selling an estimated $425K and leaving 10,439 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Envestnet Portfolio Solutions first reported a position in EEM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q4 2024. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Envestnet Portfolio Solutions held 10,439 shares of iShares MSCI Emerging Markets ETF worth $593K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 7,219 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $425K.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #820 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI Emerging Markets ETF in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's iShares MSCI Emerging Markets ETF position peaked at $2.31M in Q4 2024.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.