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

Perennial 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 Q2	$1.21M	Sell	17,651 -1,815	-9%	-$119K	0.08%	196
2026 Q1	$1.11M	Buy	19,466 +12,580	+183%	+$740K	0.09%	184
2025 Q4	$377K	Buy	6,886 +202	+3%	+$11K	0.03%	325
2025 Q3	$357K	Buy	6,684 +7	+0.1%	+$352	0.03%	326
2025 Q2	$322K	Sell	6,677 -540	-7%	-$24.3K	0.03%	335
2025 Q1	$315K	Sell	7,217 -597	-8%	-$25.9K	0.04%	312
2024 Q4	$327K	Sell	7,814 -1,539	-16%	-$68.2K	0.04%	282
2024 Q3	$429K	Sell	9,353 -345	-4%	-$14.9K	0.06%	233
2024 Q2	$413K	Buy	9,698 +27	+0.3%	+$1.13K	0.06%	225
2024 Q1	$397K	Sell	9,671 -14,497	-60%	-$577K	0.06%	211
2023 Q4	$972K	Buy	+24,168	New	+$933K	0.16%	108
2023 Q2	–	Sell	-5,840	Closed	-$230K	–	370
2023 Q1	$230K	Buy	+5,840	New	+$232K	0.04%	287

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Perennial Investment Advisors's EEM Position: Q2 2026 in Review

Perennial Investment Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 9.3% in Q2 2026, selling an estimated $119K and leaving 17,651 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #196.

Perennial Investment Advisors first reported a position in EEM in Q1 2023 and has held it in 12 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Perennial Investment Advisors held 17,651 shares of iShares MSCI Emerging Markets ETF worth $1.21M as of Q2 2026.
Perennial Investment Advisors sold 1,815 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $119K.
iShares MSCI Emerging Markets ETF made up 0.08% of Perennial Investment Advisors's portfolio in Q2 2026, its #196 holding.
Perennial Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2023 and has held it in 12 quarters since.
1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.