Osborne Partners Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Osborne Partners Capital 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	$1.19M	Hold	20,910	–	–	0.06%	135
2025 Q4	$1.14M	Hold	20,910	–	–	0.06%	137
2025 Q3	$1.12M	Hold	20,910	–	–	0.06%	143
2025 Q2	$1.01M	Hold	20,910	–	–	0.05%	147
2025 Q1	$914K	Hold	20,910	–	–	0.05%	149
2024 Q4	$874K	Sell	20,910 -4,802	-19%	-$213K	0.05%	150
2024 Q3	$1.18M	Sell	25,712 -355	-1%	-$15.3K	0.07%	140
2024 Q2	$1.11M	Buy	26,067 +266	+1%	+$11.2K	0.07%	142
2024 Q1	$1.06M	Sell	25,801 -52,313	-67%	-$2.08M	0.07%	137
2023 Q4	$3.14M	Sell	78,114 -3,915	-5%	-$151K	0.21%	109
2023 Q3	$3.11M	Sell	82,029 -130	-0.2%	-$5.15K	0.23%	102
2023 Q2	$3.25M	Buy	82,159 +9,977	+14%	+$392K	0.23%	102
2023 Q1	$2.85M	Sell	72,182 -4,595	-6%	-$183K	0.21%	109
2022 Q4	$2.91M	Buy	76,777 +59,709	+350%	+$2.2M	0.23%	106
2022 Q3	$595K	Hold	17,068	–	–	0.05%	155
2022 Q2	$684K	Sell	17,068 -1,060	-6%	-$44.5K	0.05%	151
2022 Q1	$818K	Sell	18,128 -1,504	-8%	-$71K	0.06%	128
2021 Q4	$959K	Sell	19,632 -266	-1%	-$13.4K	0.07%	126
2021 Q3	$1M	Hold	19,898	–	–	0.08%	120
2021 Q2	$1.1M	Sell	19,898 -225	-1%	-$12.2K	0.09%	122
2021 Q1	$1.07M	Buy	+20,123	New	+$1.1M	0.1%	120

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 $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

Osborne Partners Capital Management's EEM Position: Q1 2026 in Review

Osborne Partners Capital Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 20,910 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #135.

Osborne Partners Capital Management first reported a position in EEM in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.25M in Q2 2023. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Osborne Partners Capital Management held 20,910 shares of iShares MSCI Emerging Markets ETF worth $1.19M as of Q1 2026.
Osborne Partners Capital Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.06% of Osborne Partners Capital Management's portfolio in Q1 2026, its #135 holding.
Osborne Partners Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
Osborne Partners Capital Management's iShares MSCI Emerging Markets ETF position peaked at $3.25M in Q2 2023.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.