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 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 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 $33.2B AUM 38.15% 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

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

Lyell Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 7.8% in Q1 2026, buying an estimated $116K and bringing the position to 27,225 shares worth $1.55M. The position accounts for 0.11% of the portfolio, ranked #99.

Lyell Wealth Management first reported a position in EEM in Q1 2021 and has held it in 16 quarters since. The position peaked at $3.01M in Q2 2023. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Lyell Wealth Management held 27,225 shares of iShares MSCI Emerging Markets ETF worth $1.55M as of Q1 2026.
Lyell Wealth Management bought 1,965 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $116K.
iShares MSCI Emerging Markets ETF made up 0.11% of Lyell Wealth Management's portfolio in Q1 2026, its #99 holding.
Lyell Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and has held it in 16 quarters since.
Lyell Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $3.01M in Q2 2023.
1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.