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 $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

Lido Advisors's EEM Position: Q1 2026 in Review

Lido Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 9.2% in Q1 2026, selling an estimated $1.23M and leaving 207,506 shares worth $11.8M. The position accounts for 0.04% of the portfolio, ranked #293.

Lido Advisors first reported a position in EEM in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.8M in Q3 2025. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Lido Advisors held 207,506 shares of iShares MSCI Emerging Markets ETF worth $11.8M as of Q1 2026.
  • Lido Advisors sold 20,935 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.23M.
  • iShares MSCI Emerging Markets ETF made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #293 holding.
  • Lido Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and has held it in 38 quarters since.
  • Lido Advisors's iShares MSCI Emerging Markets ETF position peaked at $12.8M in Q3 2025.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.