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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
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
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

Perennial Investment Advisors's EEM Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 183% in Q1 2026, buying an estimated $740K and bringing the position to 19,466 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #184.

Perennial Investment Advisors first reported a position in EEM in Q1 2023 and has held it in 11 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Perennial Investment Advisors held 19,466 shares of iShares MSCI Emerging Markets ETF worth $1.11M as of Q1 2026.
  • Perennial Investment Advisors bought 12,580 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $740K.
  • iShares MSCI Emerging Markets ETF made up 0.09% of Perennial Investment Advisors's portfolio in Q1 2026, its #184 holding.
  • Perennial Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2023 and has held it in 11 quarters since.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.