Evolution Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Evolution Wealth 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 Q1	$1.18M	Hold	20,697	–	–	0.12%	66
2025 Q4	$1.13M	Buy	20,697 +2	+0%	+$109	0.11%	68
2025 Q3	$1.11M	Hold	20,695	–	–	0.15%	71
2025 Q2	$998K	Buy	20,695 +3,415	+20%	+$154K	0.15%	72
2025 Q1	$755K	Hold	17,280	–	–	0.13%	74
2024 Q4	$723K	Hold	17,280	–	–	0.12%	75
2024 Q3	$792K	Hold	17,280	–	–	0.14%	66
2024 Q2	$736K	Sell	17,280 -9,280	-35%	-$389K	0.14%	67
2024 Q1	$1.09M	Hold	26,560	–	–	0.21%	56
2023 Q4	$1.07M	Hold	26,560	–	–	0.21%	55
2023 Q3	$1.01M	Sell	26,560 -300	-1%	-$11.9K	0.23%	53
2023 Q2	$1.06M	Hold	26,860	–	–	0.23%	49
2023 Q1	$1.06M	Hold	26,860	–	–	0.25%	47
2022 Q4	$1.02M	Hold	26,860	–	–	0.26%	49
2022 Q3	$937K	Sell	26,860 -243	-0.9%	-$9.48K	0.26%	51
2022 Q2	$1.09M	Buy	27,103 +10,808	+66%	+$453K	0.28%	50
2022 Q1	$736K	Buy	16,295 +1,235	+8%	+$58.3K	0.15%	63
2021 Q4	$736	Buy	+15,060	New	+$758K	0.11%	62
2020 Q2	–	Sell	-1,965	Closed	-$67K	–	544
2020 Q1	$67K	Hold	1,965	–	–	0.03%	103
2019 Q4	$88K	Hold	1,965	–	–	0.02%	117
2019 Q3	$80K	Buy	+1,965	New	+$81.1K	0.04%	44
2019 Q2	–	Sell	-940	Closed	-$40K	–	470
2019 Q1	$40K	Buy	+940	New	+$39.6K	0.02%	83

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 $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

Evolution Wealth Advisors's EEM Position: Q1 2026 in Review

Evolution Wealth Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 20,697 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #66.

Evolution Wealth Advisors first reported a position in EEM in Q1 2019 and has held it in 22 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Evolution Wealth Advisors held 20,697 shares of iShares MSCI Emerging Markets ETF worth $1.18M as of Q1 2026.
Evolution Wealth Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.12% of Evolution Wealth Advisors's portfolio in Q1 2026, its #66 holding.
Evolution Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and has held it in 22 quarters since.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.