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O'Rourke & Company’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

O'Rourke & Company’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 		$531K Buy
9,357
+452
+5% +$26.6K 0.21% 97
2025
Q4 		$487K Buy
8,905
+794
+10% +$43.2K 0.19% 105
2025
Q3 		$433K Buy
8,111
+296
+4% +$14.9K 0.18% 107
2025
Q2 		$377K Buy
7,815
+16
+0.2% +$719 0.18% 117
2025
Q1 		$341K Sell
7,799
-157
-2% -$6.82K 0.17% 117
2024
Q4 		$333K Buy
7,956
+179
+2% +$7.93K 0.16% 120
2024
Q3 		$357K Sell
7,777
-43
-0.5% -$1.85K 0.18% 109
2024
Q2 		$333K Buy
7,820
+889
+13% +$37.3K 0.19% 105
2024
Q1 		$285K Buy
6,931
+890
+15% +$35.4K 0.17% 118
2023
Q4 		$243K Sell
6,041
-2,500
-29% -$96.5K 0.16% 121
2023
Q3 		$324K Buy
8,541
+1,251
+17% +$49.5K 0.24% 87
2023
Q2 		$288K Buy
7,290
+1,267
+21% +$49.8K 0.2% 106
2023
Q1 		$238K Sell
6,023
-1,097
-15% -$43.6K 0.18% 119
2022
Q4 		$270K Sell
7,120
-2,631
-27% -$97.1K 0.21% 107
2022
Q3 		$340K Buy
9,751
+1,004
+11% +$39.2K 0.3% 77
2022
Q2 		$351K Buy
8,747
+365
+4% +$15.3K 0.3% 75
2022
Q1 		$378K Buy
8,382
+2,569
+44% +$121K 0.26% 79
2021
Q4 		$284K Buy
+5,813
New +$292K 0.19% 102

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 $30B AUM 26.86% 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

O'Rourke & Company's EEM Position: Q1 2026 in Review

O'Rourke & Company increased its iShares MSCI Emerging Markets ETF (EEM) stake by 5.1% in Q1 2026, buying an estimated $26.6K and bringing the position to 9,357 shares worth $531K. The position accounts for 0.21% of the portfolio, ranked #97.

O'Rourke & Company first reported a position in EEM in Q4 2021 and has held it in 18 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • O'Rourke & Company held 9,357 shares of iShares MSCI Emerging Markets ETF worth $531K as of Q1 2026.
  • O'Rourke & Company bought 452 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $26.6K.
  • iShares MSCI Emerging Markets ETF made up 0.21% of O'Rourke & Company's portfolio in Q1 2026, its #97 holding.
  • O'Rourke & Company first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.