Linscomb Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Linscomb Wealth’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	$6.4M	Sell	112,777 -19,537	-15%	-$1.15M	0.29%	72
2025 Q4	$7.24M	Sell	132,314 -1,171	-0.9%	-$63.7K	0.3%	72
2025 Q3	$7.13M	Sell	133,485 -1,279	-0.9%	-$64.2K	0.31%	73
2025 Q2	$6.5M	Sell	134,764 -6,671	-5%	-$300K	0.3%	74
2025 Q1	$6.18M	Sell	141,435 -1,526	-1%	-$66.3K	0.31%	77
2024 Q4	$5.98M	Sell	142,961 -1,152	-0.8%	-$51K	0.3%	75
2024 Q3	$6.61M	Sell	144,113 -2,014	-1%	-$86.8K	0.33%	72
2024 Q2	$6.22M	Sell	146,127 -2,563	-2%	-$108K	0.32%	73
2024 Q1	$6.11M	Sell	148,690 -5,395	-4%	-$215K	0.31%	74
2023 Q4	$6.2M	Sell	154,085 -9,614	-6%	-$371K	0.34%	72
2023 Q3	$6.21M	Sell	163,699 -10,050	-6%	-$398K	0.36%	69
2023 Q2	$6.87M	Sell	173,749 -7,350	-4%	-$289K	0.37%	66
2023 Q1	$7.15M	Sell	181,099 -4,775	-3%	-$190K	0.37%	68
2022 Q4	$7.04M	Sell	185,874 -362	-0.2%	-$13.4K	0.36%	68
2022 Q3	$6.5M	Sell	186,236 -2,144	-1%	-$83.7K	0.39%	65
2022 Q2	$7.55M	Sell	188,380 -15,047	-7%	-$631K	0.43%	65
2022 Q1	$9.18M	Sell	203,427 -4,711	-2%	-$222K	0.44%	57
2021 Q4	$10.2M	Sell	208,138 -3,246	-2%	-$163K	0.49%	49
2021 Q3	$10.7M	Sell	211,384 -934	-0.4%	-$48.6K	0.55%	38
2021 Q2	$11.7M	Sell	212,318 -7,732	-4%	-$420K	0.6%	34
2021 Q1	$11.7M	Sell	220,050 -4,708	-2%	-$258K	0.64%	30
2020 Q4	$11.6M	Buy	224,758 +3,698	+2%	+$178K	0.69%	23
2020 Q3	$9.75M	Sell	221,060 -3,298	-1%	-$145K	0.67%	25
2020 Q2	$8.97M	Buy	224,358 +204,129	+1,009%	+$7.64M	0.66%	26
2020 Q1	$690K	Buy	20,229 +3,429	+20%	+$141K	0.06%	194
2019 Q4	$754K	Sell	16,800 -54	-0.3%	-$2.32K	0.05%	270
2019 Q3	$689K	Sell	16,854 -1,482	-8%	-$61.2K	0.06%	149
2019 Q2	$787K	Hold	18,336	–	–	0.06%	142
2019 Q1	$787K	Sell	18,336 -19,853	-52%	-$836K	0.07%	137
2018 Q4	$1.49M	Buy	+38,189	New	+$1.53M	0.14%	95
2017 Q1	–	Sell	-32,472	Closed	-$1.14M	–	251
2016 Q4	$1.14M	Buy	+32,472	New	+$1.17M	0.11%	99
2016 Q2	–	Sell	-15,540	Closed	-$532K	–	252
2016 Q1	$532K	Sell	15,540 -243	-2%	-$7.53K	0.06%	152
2015 Q4	$508K	Sell	15,783 -86	-0.5%	-$2.95K	0.06%	150
2015 Q3	$520K	Buy	15,869 +143	+0.9%	+$5.05K	0.06%	147
2015 Q2	$623K	Buy	15,726 +418	+3%	+$17.5K	0.07%	143
2015 Q1	$614K	Sell	15,308 -499	-3%	-$19.9K	0.07%	151
2014 Q4	$621K	Buy	15,807 +125	+0.8%	+$5.08K	0.07%	146
2014 Q3	$652K	Sell	15,682 -610	-4%	-$27K	0.07%	144
2014 Q2	$704K	Sell	16,292 -3,096	-16%	-$131K	0.07%	136
2014 Q1	$795K	Sell	19,388 -2,765	-12%	-$108K	0.09%	125
2013 Q4	$926K	Sell	22,153 -2,304	-9%	-$96.5K	0.11%	107
2013 Q3	$997K	Sell	24,457 -414	-2%	-$16.4K	0.13%	88
2013 Q2	$958K	Buy	+24,871	New	+$1.03M	0.13%	88

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

Linscomb Wealth's EEM Position: Q1 2026 in Review

Linscomb Wealth reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 15% in Q1 2026, selling an estimated $1.15M and leaving 112,777 shares worth $6.4M. The position accounts for 0.29% of the portfolio, ranked #72.

Linscomb Wealth first reported a position in EEM in Q2 2013 and has held it in 43 quarters since. The position peaked at $11.7M in Q1 2021. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Linscomb Wealth held 112,777 shares of iShares MSCI Emerging Markets ETF worth $6.4M as of Q1 2026.
Linscomb Wealth sold 19,537 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.15M.
iShares MSCI Emerging Markets ETF made up 0.29% of Linscomb Wealth's portfolio in Q1 2026, its #72 holding.
Linscomb Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 43 quarters since.
Linscomb Wealth's iShares MSCI Emerging Markets ETF position peaked at $11.7M in Q1 2021.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.