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Moneta Group Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Moneta Group Investment 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
Q1 		$13.4M Sell
235,205
-1,438
-0.6% -$84.6K 0.1% 100
2025
Q4 		$12.9M Sell
236,643
-1,834
-0.8% -$99.7K 0.1% 99
2025
Q3 		$12.7M Buy
238,477
+8,489
+4% +$426K 0.1% 93
2025
Q2 		$11.1M Buy
229,988
+3,512
+2% +$158K 0.13% 94
2025
Q1 		$9.9M Buy
226,476
+2,815
+1% +$122K 0.14% 93
2024
Q4 		$9.35M Sell
223,661
-182
-0.1% -$8.06K 0.13% 100
2024
Q3 		$10.3M Buy
223,843
+1,472
+0.7% +$63.5K 0.15% 87
2024
Q2 		$9.47M Sell
222,371
-5,187
-2% -$218K 0.15% 84
2024
Q1 		$9.35M Buy
227,558
+83,143
+58% +$3.31M 0.15% 87
2023
Q4 		$5.81M Sell
144,415
-6,182
-4% -$239K 0.11% 98
2023
Q3 		$5.72M Buy
150,597
+4,836
+3% +$191K 0.13% 91
2023
Q2 		$5.77M Sell
145,761
-5,854
-4% -$230K 0.13% 93
2023
Q1 		$5.98M Buy
151,615
+24,877
+20% +$989K 0.14% 90
2022
Q4 		$5.22M Buy
126,738
+11,342
+10% +$418K 0.14% 92
2022
Q3 		$4.03M Sell
115,396
-5,078
-4% -$198K 0.15% 97
2022
Q2 		$4.83M Sell
120,474
-1,342
-1% -$56.3K 0.16% 93
2022
Q1 		$5.5M Sell
121,816
-538
-0.4% -$25.4K 0.22% 80
2021
Q4 		$5.98M Buy
122,354
+5,443
+5% +$274K 0.24% 72
2021
Q3 		$5.89M Buy
116,911
+6,974
+6% +$363K 0.27% 70
2021
Q2 		$6.06M Buy
109,937
+4,838
+5% +$263K 0.28% 75
2021
Q1 		$5.61M Buy
105,099
+59,579
+131% +$3.26M 0.3% 71
2020
Q4 		$2.35M Sell
45,520
-2,337
-5% -$112K 0.17% 90
2020
Q3 		$2.11M Sell
47,857
-1,330
-3% -$58.4K 0.18% 85
2020
Q2 		$1.97M Sell
49,187
-2,498
-5% -$93.5K 0.19% 89
2020
Q1 		$1.76M Buy
51,685
+5,529
+12% +$227K 0.18% 81
2019
Q4 		$2.07M Sell
46,156
-749
-2% -$32.1K 0.17% 84
2019
Q3 		$1.92M Buy
46,905
+10,387
+28% +$429K 0.18% 85
2019
Q2 		$1.57M Buy
36,518
+22,795
+166% +$968K 0.15% 91
2019
Q1 		$589K Sell
13,723
-792,652
-98% -$33.4M 0.06% 131
2018
Q4 		$31.5M Buy
806,375
+769,510
+2,087% +$30.8M 3.76% 7
2018
Q3 		$1.58M Buy
36,865
+2,225
+6% +$96K 0.16% 86
2018
Q2 		$1.5M Buy
34,640
+687
+2% +$31.8K 0.17% 79
2018
Q1 		$1.64M Sell
33,953
-234
-0.7% -$11.5K 0.22% 60
2017
Q4 		$1.61M Buy
34,187
+50
+0.1% +$2.31K 0.24% 54
2017
Q3 		$1.53M Hold
34,137
– – 0.24% 51
2017
Q2 		$1.41M Buy
34,137
+17,100
+100% +$696K 0.23% 70
2017
Q1 		$671K Buy
17,037
+1,637
+11% +$62.2K 0.13% 71
2016
Q4 		$539K Sell
15,400
-840
-5% -$30.3K 0.11% 84
2016
Q3 		$608K Sell
16,240
-16,265
-50% -$595K 0.14% 68
2016
Q2 		$1.12M Sell
32,505
-6,450
-17% -$217K 0.24% 61
2016
Q1 		$1.33M Sell
38,955
-10,010
-20% -$310K 0.3% 52
2015
Q4 		$1.58M Buy
48,965
+40,735
+495% +$1.4M 0.39% 38
2015
Q3 		$270K Buy
8,230
+765
+10% +$27K 0.08% 108
2015
Q2 		$296K Buy
+7,465
New +$312K 0.09% 106
2015
Q1 		– Sell
-5,785
Closed -$227K – 143
2014
Q4 		$227K Buy
+5,785
New +$235K 0.11% 129

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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

Moneta Group Investment Advisors's EEM Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.61% in Q1 2026, selling an estimated $84.6K and leaving 235,205 shares worth $13.4M. The position accounts for 0.1% of the portfolio, ranked #100.

Moneta Group Investment Advisors first reported a position in EEM in Q4 2014 and has held it in 45 quarters since. The position peaked at $31.5M in Q4 2018. 1,609 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Moneta Group Investment Advisors held 235,205 shares of iShares MSCI Emerging Markets ETF worth $13.4M as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,438 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $84.6K.
  • iShares MSCI Emerging Markets ETF made up 0.1% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #100 holding.
  • Moneta Group Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and has held it in 45 quarters since.
  • Moneta Group Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $31.5M in Q4 2018.
  • 1,609 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.