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Gladstone Institutional Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Gladstone Institutional Advisory’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 		$3.33M Sell
48,612
-2,211
-4% -$144K 0.11% 202
2026
Q1 		$2.89M Buy
50,823
+30,052
+145% +$1.77M 0.11% 199
2025
Q4 		$1.14M Buy
20,771
+4,773
+30% +$260K 0.04% 350
2025
Q3 		$854K Buy
15,998
+1,907
+14% +$95.8K 0.03% 405
2025
Q2 		$680K Sell
14,091
-1,167
-8% -$52.5K 0.03% 420
2025
Q1 		$667K Buy
15,258
+1,402
+10% +$60.9K 0.03% 402
2024
Q4 		$579K Sell
13,856
-3,404
-20% -$151K 0.03% 438
2024
Q3 		$792K Sell
17,260
-397
-2% -$17.1K 0.04% 357
2024
Q2 		$752K Sell
17,657
-235
-1% -$9.86K 0.04% 341
2024
Q1 		$735K Sell
17,892
-2,254
-11% -$89.7K 0.04% 337
2023
Q4 		$810K Buy
20,146
+1,645
+9% +$63.5K 0.05% 324
2023
Q3 		$702K Sell
18,501
-850
-4% -$33.7K 0.05% 333
2023
Q2 		$766K Sell
19,351
-430
-2% -$16.9K 0.05% 324
2023
Q1 		$781K Sell
19,781
-510
-3% -$20.3K 0.05% 333
2022
Q4 		$769K Buy
20,291
+9,179
+83% +$339K 0.05% 323
2022
Q3 		$388K Sell
11,112
-2,987
-21% -$117K 0.03% 440
2022
Q2 		$565K Buy
14,099
+3,611
+34% +$151K 0.04% 384
2022
Q1 		$474K Sell
10,488
-668
-6% -$31.5K 0.03% 438
2021
Q4 		$545K Buy
11,156
+3,426
+44% +$172K 0.04% 365
2021
Q3 		$389K Sell
7,730
-536
-6% -$27.9K 0.04% 385
2021
Q2 		$456K Buy
8,266
+539
+7% +$29.3K 0.05% 313
2021
Q1 		$412K Buy
7,727
+1,251
+19% +$68.5K 0.06% 262
2020
Q4 		$335K Sell
6,476
-1,761
-21% -$84.7K 0.07% 213
2020
Q3 		$363K Buy
8,237
+685
+9% +$30.1K 0.09% 173
2020
Q2 		$302K Sell
7,552
-1,204
-14% -$45.1K 0.08% 173
2020
Q1 		$299K Sell
8,756
-4,169
-32% -$171K 0.08% 193
2019
Q4 		$580K Buy
12,925
+321
+3% +$13.8K 0.14% 127
2019
Q3 		$515K Buy
+12,604
New +$520K 0.13% 136

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

Gladstone Institutional Advisory's EEM Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4.4% in Q2 2026, selling an estimated $144K and leaving 48,612 shares worth $3.33M. The position accounts for 0.11% of the portfolio, ranked #202.

Gladstone Institutional Advisory first reported a position in EEM in Q3 2019 and has held it in 28 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Gladstone Institutional Advisory held 48,612 shares of iShares MSCI Emerging Markets ETF worth $3.33M as of Q2 2026.
  • Gladstone Institutional Advisory sold 2,211 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $144K.
  • iShares MSCI Emerging Markets ETF made up 0.11% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #202 holding.
  • Gladstone Institutional Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.