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Evelyn Partners Investment Management (Europe)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$769K Sell
13,542
-320
-2% -$18.8K 0.26% 49
2025
Q4 		$758K Sell
13,862
-450
-3% -$24.5K 0.25% 52
2025
Q3 		$764K Sell
14,312
-380
-3% -$19.1K 0.26% 47
2025
Q2 		$709K Sell
14,692
-335
-2% -$15.1K 0.25% 53
2025
Q1 		$657K Sell
15,027
-1,835
-11% -$79.7K 0.25% 53
2024
Q4 		$705K Buy
+16,862
New +$747K 0.26% 53

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 $6.73T AUM 46.02% 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

Evelyn Partners Investment Management (Europe)'s EEM Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.3% in Q1 2026, selling an estimated $18.8K and leaving 13,542 shares worth $769K. The position accounts for 0.26% of the portfolio, ranked #49.

Evelyn Partners Investment Management (Europe) first reported a position in EEM in Q4 2024 and has held it in 6 quarters since. 1,614 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 13,542 shares of iShares MSCI Emerging Markets ETF worth $769K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) sold 320 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $18.8K.
  • iShares MSCI Emerging Markets ETF made up 0.26% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #49 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,614 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.