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

Lionsbridge Wealth Management’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	$692K	Buy	12,187 +34	+0.3%	+$2K	0.7%	40
2025 Q4	$665K	Sell	12,153 -56	-0.5%	-$3.05K	0.67%	44
2025 Q3	$652K	Buy	12,209 +77	+0.6%	+$3.87K	0.64%	46
2025 Q2	$585K	Sell	12,132 -6,409	-35%	-$288K	0.58%	47
2025 Q1	$810K	Sell	18,541 -3,511	-16%	-$153K	0.72%	42
2024 Q4	$922K	Buy	22,052 +1,588	+8%	+$70.4K	0.77%	43
2024 Q3	$938K	Sell	20,464 -390	-2%	-$16.8K	0.74%	45
2024 Q2	$888K	Sell	20,854 -517	-2%	-$21.7K	0.71%	42
2024 Q1	$878K	Sell	21,371 -190	-0.9%	-$7.56K	0.68%	41
2023 Q4	$867K	Buy	21,561 +1,186	+6%	+$45.8K	0.69%	43
2023 Q3	$773K	Sell	20,375 -17,376	-46%	-$688K	0.73%	37
2023 Q2	$1.49M	Sell	37,751 -1,081	-3%	-$42.5K	1.33%	26
2023 Q1	$1.53M	Buy	+38,832	New	+$1.54M	1.41%	26
2020 Q1	–	Sell	-152	Closed	-$6K	–	110
2019 Q4	$6K	Buy	+152	New	+$6.53K	0.01%	138

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

Lionsbridge Wealth Management's EEM Position: Q1 2026 in Review

Lionsbridge Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.28% in Q1 2026, buying an estimated $2K and bringing the position to 12,187 shares worth $692K. The position accounts for 0.7% of the portfolio, ranked #40.

Lionsbridge Wealth Management first reported a position in EEM in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2023. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Lionsbridge Wealth Management held 12,187 shares of iShares MSCI Emerging Markets ETF worth $692K as of Q1 2026.
Lionsbridge Wealth Management bought 34 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2K.
iShares MSCI Emerging Markets ETF made up 0.7% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #40 holding.
Lionsbridge Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 14 quarters since.
Lionsbridge Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.53M in Q1 2023.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.