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 Q2	$792K	Sell	11,577 -610	-5%	-$39.8K	0.78%	40
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 $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lionsbridge Wealth Management's EEM Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5% in Q2 2026, selling an estimated $39.8K and leaving 11,577 shares worth $792K. The position accounts for 0.78% of the portfolio, ranked #40.

Lionsbridge Wealth Management first reported a position in EEM in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.53M in Q1 2023. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Lionsbridge Wealth Management held 11,577 shares of iShares MSCI Emerging Markets ETF worth $792K as of Q2 2026.
Lionsbridge Wealth Management sold 610 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $39.8K.
iShares MSCI Emerging Markets ETF made up 0.78% of Lionsbridge Wealth Management's portfolio in Q2 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 15 quarters since.
Lionsbridge Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.53M in Q1 2023.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.