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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
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 $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

Gladstone Institutional Advisory's EEM Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its iShares MSCI Emerging Markets ETF (EEM) stake by 145% in Q1 2026, buying an estimated $1.77M and bringing the position to 50,823 shares worth $2.89M. The position accounts for 0.11% of the portfolio, ranked #199.

Gladstone Institutional Advisory first reported a position in EEM in Q3 2019 and has held it in 27 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Gladstone Institutional Advisory held 50,823 shares of iShares MSCI Emerging Markets ETF worth $2.89M as of Q1 2026.
  • Gladstone Institutional Advisory bought 30,052 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.77M.
  • iShares MSCI Emerging Markets ETF made up 0.11% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #199 holding.
  • Gladstone Institutional Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.