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

LBJ Family 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 Q2	$2.03M	Sell	30,071 -232	-0.8%	-$15.2K	1.03%	15
2026 Q1	$1.66M	Sell	30,303 -1,589	-5%	-$93.5K	0.97%	14
2025 Q4	$1.75M	Sell	31,892 -462	-1%	-$25.1K	0.96%	14
2025 Q3	$1.73M	Hold	32,354	–	–	0.94%	14
2025 Q2	$1.56M	Sell	32,354 -891	-3%	-$40.1K	0.91%	15
2025 Q1	$1.45M	Hold	33,245	–	–	0.93%	14
2024 Q4	$1.39M	Buy	33,245 +278	+0.8%	+$12.3K	0.83%	18
2024 Q3	$1.51M	Hold	32,967	–	–	0.9%	14
2024 Q2	$1.4M	Buy	32,967 +139	+0.4%	+$5.83K	0.88%	14
2024 Q1	$1.35M	Hold	32,828	–	–	0.86%	14
2023 Q4	$1.32M	Sell	32,828 -53	-0.2%	-$2.05K	0.91%	13
2023 Q3	$1.25M	Hold	32,881	–	–	0.94%	13
2023 Q2	$1.3M	Sell	32,881 -235	-0.7%	-$9.24K	0.9%	13
2023 Q1	$1.31M	Hold	33,116	–	–	0.92%	12
2022 Q4	$1.25M	Buy	33,116 +27,229	+463%	+$1M	0.94%	12
2022 Q3	$667K	Sell	5,887 -27,014	-82%	-$1.05M	0.54%	17
2022 Q2	$1.32M	Buy	32,901 +69	+0.2%	+$2.9K	0.99%	11
2022 Q1	$1.46M	Buy	32,832 +14	+0%	+$661	0.93%	11
2021 Q4	$1.6M	Buy	32,818 +389	+1%	+$19.6K	0.93%	11
2021 Q3	$1.63M	Hold	32,429	–	–	0.97%	14
2021 Q2	$1.79M	Sell	32,429 -423	-1%	-$23K	1.06%	14
2021 Q1	$1.75M	Sell	32,852 -1	-0%	-$55	1.1%	12
2020 Q4	$1.7M	Buy	32,853 +249	+0.8%	+$12K	1.1%	13
2020 Q3	$1.44M	Hold	32,604	–	–	1.09%	13
2020 Q2	$1.3M	Buy	32,604 +162	+0.5%	+$6.06K	1.05%	13
2020 Q1	$1.11M	Hold	32,442	–	–	1.07%	13
2019 Q4	$1.45M	Buy	32,442 +463	+1%	+$19.9K	1.01%	14
2019 Q3	$1.31M	Sell	31,979 -610	-2%	-$25.2K	0.98%	14
2019 Q2	$1.4M	Buy	32,589 +228	+0.7%	+$9.68K	1.03%	13
2019 Q1	$1.39M	Hold	32,361	–	–	0.78%	13
2018 Q4	$1.26M	Buy	32,361 +1,219	+4%	+$48.8K	1.11%	14
2018 Q3	$1.34M	Sell	31,142 -763	-2%	-$32.9K	1.03%	15
2018 Q2	$1.38M	Buy	31,905 +211	+0.7%	+$9.77K	1.11%	15
2018 Q1	$1.53M	Hold	31,694	–	–	1.27%	13
2017 Q4	$1.49M	Buy	31,694 +471	+2%	+$21.8K	1.23%	14
2017 Q3	$1.4M	Hold	31,223	–	–	1.19%	14
2017 Q2	$1.29M	Buy	31,223 +144	+0.5%	+$5.86K	1.17%	14
2017 Q1	$1.22M	Hold	31,079	–	–	1.16%	14
2016 Q4	$1.09M	Buy	31,079 +354	+1%	+$12.8K	1.09%	16
2016 Q3	$1.15M	Sell	30,725 -671	-2%	-$24.5K	1.19%	13
2016 Q2	$1.08M	Buy	31,396 +258	+0.8%	+$8.66K	1.21%	14
2016 Q1	$1.07M	Hold	31,138	–	–	1.23%	14
2015 Q4	$977K	Buy	31,138 +465	+2%	+$15.9K	1.28%	12
2015 Q3	$1M	Buy	30,673 +160	+0.5%	+$5.65K	1.37%	12
2015 Q2	$1.21M	Hold	30,513	–	–	1.64%	12
2015 Q1	$1.3M	Hold	30,513	–	–	1.7%	13
2014 Q4	$1.2M	Buy	+30,513	New	+$1.24M	1.65%	13
2013 Q4	$1.77M	Buy	+45,619	New	+$1.91M	2.63%	12

Other funds holding EEM

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

LBJ Family Wealth Advisors's EEM Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.77% in Q2 2026, selling an estimated $15.2K and leaving 30,071 shares worth $2.03M. The position accounts for 1.03% of the portfolio, ranked #15.

LBJ Family Wealth Advisors first reported a position in EEM in Q4 2013 and has held it in 48 quarters since. 767 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

LBJ Family Wealth Advisors held 30,071 shares of iShares MSCI Emerging Markets ETF worth $2.03M as of Q2 2026.
LBJ Family Wealth Advisors sold 232 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $15.2K.
iShares MSCI Emerging Markets ETF made up 1.03% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #15 holding.
LBJ Family Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 48 quarters since.
767 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.