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Sage Mountain Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sage Mountain 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 		$198K Hold
2,901
– – 0.01% 224
2026
Q1 		$165K Hold
2,901
– – 0.01% 208
2025
Q4 		$159K Sell
2,901
-2,591
-47% -$141K 0.01% 488
2025
Q3 		$293K Hold
5,492
– – 0.02% 373
2025
Q2 		$265K Sell
5,492
-185
-3% -$8.32K 0.02% 359
2025
Q1 		$248K Sell
5,677
-525
-8% -$22.8K 0.02% 336
2024
Q4 		$259K Sell
6,202
-5,346
-46% -$237K 0.02% 329
2024
Q3 		$530K Sell
11,548
-3,058
-21% -$132K 0.05% 192
2024
Q2 		$622K Buy
14,606
+3,058
+26% +$128K 0.06% 146
2024
Q1 		$474K Sell
11,548
-210
-2% -$8.36K 0.05% 169
2023
Q4 		$473K Buy
11,758
+4,240
+56% +$164K 0.05% 137
2023
Q3 		$285K Sell
7,518
-1,411
-16% -$55.9K 0.04% 190
2023
Q2 		$353K Buy
8,929
+269
+3% +$10.6K 0.05% 162
2023
Q1 		$342K Buy
8,660
+22
+0.3% +$875 0.06% 151
2022
Q4 		$327K Sell
8,638
-3,303
-28% -$122K 0.07% 98
2022
Q3 		$417K Sell
11,941
-4,770
-29% -$186K 0.11% 83
2022
Q2 		$670K Sell
16,711
-1,040
-6% -$43.6K 0.12% 162
2022
Q1 		$801K Sell
17,751
-4,200
-19% -$198K 0.13% 154
2021
Q4 		$1.07M Buy
21,951
+991
+5% +$49.9K 0.13% 130
2021
Q3 		$1.06M Buy
20,960
+666
+3% +$34.7K 0.15% 118
2021
Q2 		$1.12M Buy
20,294
+10,144
+100% +$551K 0.19% 95
2021
Q1 		$541K Buy
10,150
+7,672
+310% +$420K 0.11% 150
2020
Q4 		$128K Buy
+2,478
New +$119K 0.04% 205

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sage Mountain Advisors's EEM Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 2,901 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #224.

Sage Mountain Advisors first reported a position in EEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q2 2021. 1,652 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Sage Mountain Advisors held 2,901 shares of iShares MSCI Emerging Markets ETF worth $198K as of Q2 2026.
  • Sage Mountain Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #224 holding.
  • Sage Mountain Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.12M in Q2 2021.
  • 1,652 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.