Mount Yale Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Mount Yale 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	$6.52M	Buy	114,722 +27,743	+32%	+$1.63M	0.15%	150
2025 Q4	$4.76M	Buy	86,979 +22,996	+36%	+$1.25M	0.23%	96
2025 Q3	$3.42M	Buy	63,983 +44,727	+232%	+$2.25M	0.24%	99
2025 Q2	$929K	Sell	19,256 -5,558	-22%	-$250K	0.07%	222
2025 Q1	$1.08M	Hold	24,814	–	–	0.09%	182
2024 Q4	$1.04M	Sell	24,814 -252	-1%	-$11.2K	0.08%	190
2024 Q3	$1.15M	Sell	25,066 -1,429	-5%	-$61.6K	0.11%	178
2024 Q2	$1.13M	Sell	26,495 -6	-0%	-$252	0.09%	188
2024 Q1	$1.09M	Sell	26,501 -1,219	-4%	-$48.5K	0.08%	206
2023 Q4	$1.11M	Buy	27,720 +2,437	+10%	+$94.1K	0.11%	187
2023 Q3	$959K	Buy	25,283 +48	+0.2%	+$1.9K	0.1%	191
2023 Q2	$998K	Buy	25,235 +670	+3%	+$26.3K	0.11%	192
2023 Q1	$969K	Buy	24,565 +851	+4%	+$33.8K	0.11%	189
2022 Q4	$899K	Buy	23,714 +2,965	+14%	+$109K	0.1%	206
2022 Q3	$724K	Sell	20,749 -8,396	-29%	-$328K	0.1%	216
2022 Q2	$1.17M	Buy	29,145 +2,788	+11%	+$117K	0.15%	157
2022 Q1	$1.19M	Buy	26,357 +4,316	+20%	+$204K	0.13%	173
2021 Q4	$1.08M	Buy	22,041 +668	+3%	+$33.6K	0.11%	192
2021 Q3	$1.08M	Buy	21,373 +6,164	+41%	+$321K	0.12%	181
2021 Q2	$839K	Sell	15,209 -21	-0.1%	-$1.14K	0.1%	209
2021 Q1	$812K	Sell	15,230 -43	-0.3%	-$2.35K	0.11%	204
2020 Q4	$789K	Sell	15,273 -20	-0.1%	-$962	0.11%	198
2020 Q3	$674K	Hold	15,293	–	–	0.1%	207
2020 Q2	$612K	Buy	15,293 +1,067	+8%	+$39.9K	0.11%	198
2020 Q1	$486K	Buy	14,226 +375	+3%	+$15.4K	0.11%	172
2019 Q4	$583K	Hold	13,851	–	–	0.1%	171
2019 Q3	$597K	Hold	13,851	–	–	0.11%	164
2019 Q2	$551K	Hold	13,851	–	–	0.1%	164
2019 Q1	$594K	Hold	13,851	–	–	0.11%	149
2018 Q4	$582K	Sell	13,851 -3,846	-22%	-$154K	0.12%	155
2018 Q3	$737K	Sell	17,697 -1,414	-7%	-$61K	0.13%	132
2018 Q2	$828K	Buy	19,111 +1,414	+8%	+$65.5K	0.16%	125
2018 Q1	$854K	Buy	+17,697	New	+$868K	0.18%	118

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

Mount Yale Investment Advisors's EEM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 32% in Q1 2026, buying an estimated $1.63M and bringing the position to 114,722 shares worth $6.52M. The position accounts for 0.15% of the portfolio, ranked #150.

Mount Yale Investment Advisors first reported a position in EEM in Q1 2018 and has held it in 33 quarters since. 1,612 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Mount Yale Investment Advisors held 114,722 shares of iShares MSCI Emerging Markets ETF worth $6.52M as of Q1 2026.
Mount Yale Investment Advisors bought 27,743 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.63M.
iShares MSCI Emerging Markets ETF made up 0.15% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #150 holding.
Mount Yale Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and has held it in 33 quarters since.
1,612 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.