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

Lifeworks 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 		$9.62M Buy
140,575
+88,772
+171% +$5.8M 1.01% 26
2026
Q1 		$2.94M Buy
51,803
+12,092
+30% +$711K 0.38% 76
2025
Q4 		$2.17M Sell
39,711
-1,582
-4% -$86K 0.28% 87
2025
Q3 		$2.21M Buy
41,293
+24,379
+144% +$1.22M 0.29% 82
2025
Q2 		$816K Buy
16,914
+9,648
+133% +$434K 0.12% 146
2025
Q1 		$318K Buy
+7,266
New +$316K 0.05% 241
2024
Q4 		– Sell
-8,014
Closed -$368K – 310
2024
Q3 		$368K Buy
8,014
+360
+5% +$15.5K 0.07% 202
2024
Q2 		$326K Sell
7,654
-48
-0.6% -$2.01K 0.09% 168
2024
Q1 		$316K Buy
7,702
+143
+2% +$5.69K 0.09% 171
2023
Q4 		$304K Sell
7,559
-2,436
-24% -$94.1K 0.1% 160
2023
Q3 		$379K Buy
9,995
+620
+7% +$24.6K 0.15% 137
2023
Q2 		$371K Sell
9,375
-300
-3% -$11.8K 0.16% 121
2023
Q1 		$382K Sell
9,675
-400
-4% -$15.9K 0.18% 115
2022
Q4 		$382K Buy
10,075
+400
+4% +$14.8K 0.22% 94
2022
Q3 		$331K Sell
9,675
-1,071
-10% -$41.8K 0.19% 97
2022
Q2 		$431K Sell
10,746
-724
-6% -$30.4K 0.27% 92
2022
Q1 		$518K Sell
11,470
-15,210
-57% -$718K 0.34% 84
2021
Q4 		$1.3M Buy
+26,680
New +$1.34M 1.04% 32

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

Lifeworks Advisors's EEM Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 171% in Q2 2026, buying an estimated $5.8M and bringing the position to 140,575 shares worth $9.62M. The position accounts for 1.01% of the portfolio, ranked #26.

Lifeworks Advisors first reported a position in EEM in Q4 2021 and has held it in 18 quarters since. 1,652 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Lifeworks Advisors held 140,575 shares of iShares MSCI Emerging Markets ETF worth $9.62M as of Q2 2026.
  • Lifeworks Advisors bought 88,772 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.8M.
  • iShares MSCI Emerging Markets ETF made up 1.01% of Lifeworks Advisors's portfolio in Q2 2026, its #26 holding.
  • Lifeworks Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,652 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.