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LMCG Investments’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

LMCG Investments’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 		$12.1M Sell
177,113
-7,702
-4% -$503K 0.65% 52
2026
Q1 		$10.5M Sell
184,815
-21,738
-11% -$1.28M 0.62% 62
2025
Q4 		$11.3M Buy
206,553
+4,895
+2% +$266K 0.65% 52
2025
Q3 		$10.8M Buy
201,658
+14,345
+8% +$720K 0.63% 53
2025
Q2 		$9.04M Buy
187,313
+56,896
+44% +$2.56M 0.57% 62
2025
Q1 		$5.7M Buy
130,417
+17,892
+16% +$777K 0.38% 89
2024
Q4 		$4.71M Sell
112,525
-42,826
-28% -$1.9M 0.29% 96
2024
Q3 		$7.12M Sell
155,351
-6,910
-4% -$298K 0.43% 85
2024
Q2 		$6.91M Sell
162,261
-36
-0% -$1.51K 0.4% 88
2024
Q1 		$6.67M Buy
162,297
+65
+0% +$2.59K 0.39% 91
2023
Q4 		$6.52M Sell
162,232
-8,120
-5% -$314K 0.4% 84
2023
Q3 		$6.46M Sell
170,352
-54,204
-24% -$2.15M 0.44% 82
2023
Q2 		$8.88M Sell
224,556
-6,043
-3% -$238K 0.58% 58
2023
Q1 		$9.1M Sell
230,599
-672
-0.3% -$26.7K 0.61% 59
2022
Q4 		$8.77M Buy
231,271
+46,560
+25% +$1.72M 0.61% 53
2022
Q3 		$6.44M Sell
184,711
-8,265
-4% -$323K 0.47% 69
2022
Q2 		$7.74M Sell
192,976
-3,179
-2% -$133K 0.53% 60
2022
Q1 		$8.86M Buy
+196,155
New +$9.26M 0.51% 61
2015
Q3 		$49.3M Buy
1,505,115
+924,562
+159% +$32.7M 1.06% 3
2015
Q2 		$23M Buy
580,553
+158,119
+37% +$6.61M 0.5% 43
2015
Q1 		$17M Sell
422,434
-499,668
-54% -$19.9M 0.35% 83
2014
Q4 		$36.2M Buy
922,102
+216,908
+31% +$8.82M 0.79% 12
2014
Q3 		$29.3M Sell
705,194
-20,484
-3% -$906K 0.66% 20
2014
Q2 		$31.4M Buy
725,678
+30,598
+4% +$1.3M 0.68% 15
2014
Q1 		$28.5M Sell
695,080
-13,293
-2% -$521K 0.63% 29
2013
Q4 		$29.6M Buy
708,373
+187,855
+36% +$7.87M 0.63% 31
2013
Q3 		$21.2M Buy
520,518
+42,176
+9% +$1.67M 0.51% 53
2013
Q2 		$18.4M Buy
+478,342
New +$19.9M 0.48% 66

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LMCG Investments's EEM Position: Q2 2026 in Review

LMCG Investments reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4.2% in Q2 2026, selling an estimated $503K and leaving 177,113 shares worth $12.1M. The position accounts for 0.65% of the portfolio, ranked #52.

LMCG Investments first reported a position in EEM in Q2 2013 and has held it in 28 quarters since. The position peaked at $49.3M in Q3 2015. 508 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • LMCG Investments held 177,113 shares of iShares MSCI Emerging Markets ETF worth $12.1M as of Q2 2026.
  • LMCG Investments sold 7,702 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $503K.
  • iShares MSCI Emerging Markets ETF made up 0.65% of LMCG Investments's portfolio in Q2 2026, its #52 holding.
  • LMCG Investments first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's iShares MSCI Emerging Markets ETF position peaked at $49.3M in Q3 2015.
  • 508 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.