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Stephenson & Company’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Stephenson & Company’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 		$382K Sell
6,729
-65
-1% -$3.82K 0.21% 23
2025
Q4 		$372K Hold
6,794
– – 0.2% 25
2025
Q3 		$363K Hold
6,794
– – 0.21% 25
2025
Q2 		$328K Hold
6,794
– – 0.2% 26
2025
Q1 		$297K Hold
6,794
– – 0.19% 26
2024
Q4 		$284K Sell
6,794
-46
-0.7% -$2.04K 0.19% 28
2024
Q3 		$314K Hold
6,840
– – 0.21% 27
2024
Q2 		$291K Hold
6,840
– – 0.22% 27
2024
Q1 		$281K Buy
6,840
+216
+3% +$8.6K 0.21% 28
2023
Q4 		$266K Buy
+6,624
New +$256K 0.22% 27

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

Stephenson & Company's EEM Position: Q1 2026 in Review

Stephenson & Company reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.96% in Q1 2026, selling an estimated $3.82K and leaving 6,729 shares worth $382K. The position accounts for 0.21% of the portfolio, ranked #23.

Stephenson & Company first reported a position in EEM in Q4 2023 and has held it in 10 quarters since. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Stephenson & Company held 6,729 shares of iShares MSCI Emerging Markets ETF worth $382K as of Q1 2026.
  • Stephenson & Company sold 65 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.82K.
  • iShares MSCI Emerging Markets ETF made up 0.21% of Stephenson & Company's portfolio in Q1 2026, its #23 holding.
  • Stephenson & Company first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Stephenson & Company's 13F filing for Q1 2026, filed 12 May 2026.