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
2024 Q1	–	Sell	-18,500	Closed	-$185	–	545
2023 Q4	$185	Hold	18,500	–	–	﹤0.01%	494
2023 Q3	$325	Hold	18,500	–	–	﹤0.01%	498
2023 Q2	$650	Hold	18,500	–	–	﹤0.01%	479
2023 Q1	$4.13K	Hold	18,500	–	–	﹤0.01%	482
2022 Q4	$701K	Hold	18,500	–	–	0.08%	249
2022 Q3	$646K	Hold	18,500	–	–	0.09%	236
2022 Q2	$743K	Buy	+18,500	New	+$776K	0.09%	215
2022 Q1	–	Sell	-19,000	Closed	-$893K	–	472
2021 Q4	$893K	Buy	+19,000	New	+$956K	0.09%	225

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.