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

Soltis 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 		$239K Buy
+4,213
New +$248K 0.02% 501
2023
Q2 		– Sell
-9,219
Closed -$364K – 265
2023
Q1 		$364K Hold
9,219
– – 0.05% 192
2022
Q4 		$349K Sell
9,219
-4
-0% -$148 0.05% 191
2022
Q3 		$322K Buy
+9,223
New +$360K 0.05% 182

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

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

Soltis Investment Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q1 2026: 4,213 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #501 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in EEM as recently as Q1 2023.

Soltis Investment Advisors first reported a position in EEM in Q3 2022 and has held it in 4 quarters since. The position peaked at $364K in Q1 2023. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Soltis Investment Advisors held 4,213 shares of iShares MSCI Emerging Markets ETF worth $239K as of Q1 2026.
  • iShares MSCI Emerging Markets ETF was a new Soltis Investment Advisors position in Q1 2026.
  • iShares MSCI Emerging Markets ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #501 holding.
  • Soltis Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and has held it in 4 quarters since.
  • Soltis Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $364K in Q1 2023.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.