Lakeridge Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lakeridge Wealth 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 Q2	$991K	Sell	14,485 -393	-3%	-$25.7K	0.36%	55
2026 Q1	$845K	Sell	14,878 -369	-2%	-$21.7K	0.36%	55
2025 Q4	$834K	Buy	15,247 +978	+7%	+$53.2K	0.38%	49
2025 Q3	$762K	Buy	14,269 +172	+1%	+$8.64K	0.34%	51
2025 Q2	$680K	Buy	14,097 +415	+3%	+$18.7K	0.31%	60
2025 Q1	$598K	Sell	13,682 -604	-4%	-$26.2K	0.3%	65
2024 Q4	$597K	Buy	14,286 +434	+3%	+$19.2K	0.31%	68
2024 Q3	$635K	Buy	13,852 +902	+7%	+$38.9K	0.35%	55
2024 Q2	$552K	Buy	12,950 +1,291	+11%	+$54.2K	0.33%	61
2024 Q1	$479K	Sell	11,659 -288	-2%	-$11.5K	0.31%	65
2023 Q4	$480K	Buy	+11,947	New	+$461K	0.35%	60

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lakeridge Wealth Management's EEM Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.6% in Q2 2026, selling an estimated $25.7K and leaving 14,485 shares worth $991K. The position accounts for 0.36% of the portfolio, ranked #55.

Lakeridge Wealth Management first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Lakeridge Wealth Management held 14,485 shares of iShares MSCI Emerging Markets ETF worth $991K as of Q2 2026.
Lakeridge Wealth Management sold 393 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $25.7K.
iShares MSCI Emerging Markets ETF made up 0.36% of Lakeridge Wealth Management's portfolio in Q2 2026, its #55 holding.
Lakeridge Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.