Lyell Wealth Management
EEM icon

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

Lyell 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
Q3 		$1.82M Hold
27,203
– – 0.11% 107
2026
Q2 		$1.86M Sell
27,203
-22
-0.1% -$1.44K 0.11% 103
2026
Q1 		$1.55M Buy
27,225
+1,965
+8% +$116K 0.11% 99
2025
Q4 		$1.38M Buy
25,260
+1,129
+5% +$61.4K 0.1% 103
2025
Q3 		$1.29M Hold
24,131
– – 0.1% 106
2025
Q2 		$1.16M Sell
24,131
-649
-3% -$29.2K 0.09% 114
2025
Q1 		$1.08M Sell
24,780
-4,406
-15% -$191K 0.1% 114
2024
Q4 		$1.22M Sell
29,186
-4,645
-14% -$206K 0.11% 112
2024
Q3 		$1.55M Sell
33,831
-3,901
-10% -$168K 0.14% 103
2024
Q2 		$1.61M Sell
37,732
-6,281
-14% -$263K 0.15% 102
2024
Q1 		$1.81M Sell
44,013
-13,457
-23% -$535K 0.18% 98
2023
Q4 		$2.31M Sell
57,470
-12,215
-18% -$472K 0.26% 90
2023
Q3 		$2.64M Sell
69,685
-6,291
-8% -$249K 0.36% 82
2023
Q2 		$3.01M Buy
75,976
+10,145
+15% +$399K 0.38% 81
2023
Q1 		$2.6M Buy
65,831
+59,831
+997% +$2.38M 0.36% 81
2022
Q4 		$227K Buy
+6,000
New +$221K 0.04% 179
2021
Q3 		– Sell
-4,930
Closed -$272K – 184
2021
Q2 		$272K Buy
4,930
+1,040
+27% +$56.5K 0.03% 167
2021
Q1 		$207K Buy
+3,890
New +$213K 0.03% 166

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lyell Wealth Management's EEM Position: Q3 2026 in Review

Lyell Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 27,203 shares worth $1.82M. The position accounts for 0.11% of the portfolio, ranked #107.

Lyell Wealth Management first reported a position in EEM in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.01M in Q2 2023. 1,044 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Lyell Wealth Management held 27,203 shares of iShares MSCI Emerging Markets ETF worth $1.82M as of Q3 2026.
  • Lyell Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares MSCI Emerging Markets ETF made up 0.11% of Lyell Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Lyell Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and has held it in 18 quarters since.
  • Lyell Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $3.01M in Q2 2023.
  • 1,044 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.