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

LM 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	$413K	Buy	6,095 +5,757	+1,703%	+$376K	0.05%	166
2026 Q1	$5.96K	Buy	338 +13	+4%	+$765	0.09%	120
2025 Q4	$5.94K	Sell	325 -5,615	-95%	-$305K	0.11%	116
2025 Q3	$317K	Hold	5,940	–	–	0.05%	167
2025 Q2	$287K	Hold	5,940	–	–	0.04%	160
2025 Q1	$260K	Sell	5,940 -70	-1%	-$3.04K	0.05%	195
2024 Q4	$251K	Hold	6,010	–	–	0.04%	171
2024 Q3	$276K	Hold	6,010	–	–	0.06%	149
2024 Q2	$256K	Hold	6,010	–	–	0.05%	161
2024 Q1	$247K	Hold	6,010	–	–	0.04%	189
2023 Q4	$242K	Buy	+6,010	New	+$232K	0.05%	179

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

LM Advisors's EEM Position: Q2 2026 in Review

LM Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1,703% in Q2 2026, buying an estimated $376K and bringing the position to 6,095 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #166.

LM Advisors first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. 1,648 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

LM Advisors held 6,095 shares of iShares MSCI Emerging Markets ETF worth $413K as of Q2 2026.
LM Advisors bought 5,757 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $376K.
iShares MSCI Emerging Markets ETF made up 0.05% of LM Advisors's portfolio in Q2 2026, its #166 holding.
LM Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,648 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.