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
2026 Q1	–	Sell	-4,800	Closed	-$263K	–	2000
2025 Q4	$263K	Hold	4,800	–	–	﹤0.01%	1638
2025 Q3	$256K	Sell	4,800 -12,500	-72%	-$628K	﹤0.01%	1565
2025 Q2	$835K	Buy	17,300 +4,800	+38%	+$216K	﹤0.01%	915
2025 Q1	$546K	Sell	12,500 -155,200	-93%	-$6.74M	﹤0.01%	995
2024 Q4	$7.01M	Buy	167,700 +10,300	+7%	+$456K	0.03%	268
2024 Q3	$7.22M	Sell	157,400 -60,000	-28%	-$2.59M	0.04%	257
2024 Q2	$9.26M	Buy	217,400 +80,000	+58%	+$3.36M	0.05%	192
2024 Q1	$18.9K	Buy	137,400 +108,700	+379%	+$4.33M	﹤0.01%	1371
2023 Q4	$1.15M	Hold	28,700	–	–	0.01%	565
2023 Q3	$1.09M	Buy	28,700 +1,600	+6%	+$63.4K	0.01%	517
2023 Q2	$1.07M	Sell	27,100 -1,600	-6%	-$62.9K	0.01%	511
2023 Q1	$1.13M	Sell	28,700 -37,400	-57%	-$1.49M	0.01%	449
2022 Q4	$2.51M	Sell	66,100 -408,000	-86%	-$15.1M	0.03%	259
2022 Q3	$16.5M	Buy	474,100 +50,000	+12%	+$1.95M	0.21%	48
2022 Q2	$17M	Buy	424,100 +16,400	+4%	+$688K	0.23%	49
2022 Q1	$18.4M	Sell	407,700 -13,200	-3%	-$623K	0.21%	51
2021 Q4	$20.6M	Sell	420,900 -11,600	-3%	-$584K	0.22%	45
2021 Q3	$21.8M	Buy	432,500 +22,600	+6%	+$1.18M	0.3%	38
2021 Q2	$22.6M	Buy	409,900 +14,100	+4%	+$766K	0.31%	35
2021 Q1	$21.1M	Buy	+395,800	New	+$21.7M	0.36%	31
2020 Q4	–	Sell	-6,200	Closed	-$273K	–	817
2020 Q3	$273K	Buy	6,200 +1,100	+22%	+$48.3K	0.01%	514
2020 Q2	$203K	Sell	5,100 -1,500	-23%	-$56.1K	0.01%	549
2020 Q1	$225K	Buy	6,600 +1,500	+29%	+$61.5K	0.01%	490
2019 Q4	$228K	Hold	5,100	–	–	0.01%	589
2019 Q3	$208K	Buy	+5,100	New	+$211K	0.01%	541
2019 Q1	–	Sell	-4,900	Closed	-$191K	–	528
2018 Q4	$191K	Buy	+4,900	New	+$196K	0.02%	409
2018 Q3	–	Sell	-7,100	Closed	-$307K	–	454
2018 Q2	$307K	Buy	7,100 +3,000	+73%	+$139K	0.04%	303
2018 Q1	$197K	Buy	+4,100	New	+$201K	0.03%	366

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.