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

Evelyn Partners Investment Management’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	$331K	Buy	5,820 +770	+15%	+$45.3K	0.01%	178
2025 Q4	$276K	Hold	5,050	–	–	0.01%	189
2025 Q3	$270K	Hold	5,050	–	–	0.01%	185
2025 Q2	$244K	Buy	5,050 +1,500	+42%	+$67.5K	0.01%	186
2025 Q1	$155K	Hold	3,550	–	–	0.01%	206
2024 Q4	$148K	Buy	+3,550	New	+$157K	﹤0.01%	208

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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's EEM Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 15% in Q1 2026, buying an estimated $45.3K and bringing the position to 5,820 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #178.

Evelyn Partners Investment Management first reported a position in EEM in Q4 2024 and has held it in 6 quarters since. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Evelyn Partners Investment Management held 5,820 shares of iShares MSCI Emerging Markets ETF worth $331K as of Q1 2026.
Evelyn Partners Investment Management bought 770 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $45.3K.
iShares MSCI Emerging Markets ETF made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #178 holding.
Evelyn Partners Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

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