Lido Advisors
EEM icon

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

Lido 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
2023
Q1 		– Sell
-200,100
Closed -$7.58M – 1174
2022
Q4 		$7.58M Hold
200,100
– – 0.09% 122
2022
Q3 		$6.98M Hold
200,100
– – 0.09% 119
2022
Q2 		$8.02M Sell
200,100
-6,100
-3% -$256K 0.11% 96
2022
Q1 		$9.31M Sell
206,200
-9,400
-4% -$444K 0.1% 102
2021
Q4 		$10.5M Sell
215,600
-900
-0.4% -$45.3K 0.11% 91
2021
Q3 		$10.9M Hold
216,500
– – 0.15% 77
2021
Q2 		$11.9M Buy
216,500
+4,600
+2% +$250K 0.17% 74
2021
Q1 		$11.3M Buy
211,900
+202,900
+2,254% +$11.1M 0.19% 69
2020
Q4 		$465K Buy
+9,000
New +$433K 0.01% 499
2020
Q3 		– Sell
-70,600
Closed -$2.82M – 657
2020
Q2 		$2.82M Sell
70,600
-2,500
-3% -$93.6K 0.09% 130
2020
Q1 		$2.49M Buy
73,100
+300
+0.4% +$12.3K 0.11% 117
2019
Q4 		$3.27M Sell
72,800
-400
-0.5% -$17.2K 0.13% 108
2019
Q3 		$2.99M Buy
73,200
+23,500
+47% +$970K 0.15% 95
2019
Q2 		$2.13M Sell
49,700
-18,300
-27% -$777K 0.12% 106
2019
Q1 		$2.92M Sell
68,000
-8,500
-11% -$358K 0.19% 80
2018
Q4 		$2.99M Sell
76,500
-1,200
-2% -$48.1K 0.29% 54
2018
Q3 		$3.33M Sell
77,700
-11,700
-13% -$505K 0.32% 50
2018
Q2 		$3.87M Sell
89,400
-2,000
-2% -$92.6K 0.45% 37
2018
Q1 		$4.41M Buy
91,400
+10,700
+13% +$525K 0.6% 36
2017
Q4 		$3.8M Buy
80,700
+40,800
+102% +$1.89M 0.54% 32
2017
Q3 		$1.79M Buy
+39,900
New +$1.76M 0.29% 50

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

Lido Advisors's EEM Position: Q2 2026 in Review

Lido Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 8.1% in Q2 2026, buying an estimated $1.1M and bringing the position to 224,336 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #269.

Lido Advisors first reported a position in EEM in Q4 2016 and has held it in 39 quarters since. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Lido Advisors held 224,336 shares of iShares MSCI Emerging Markets ETF worth $15.3M as of Q2 2026.
  • Lido Advisors bought 16,830 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.1M.
  • iShares MSCI Emerging Markets ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #269 holding.
  • Lido Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.