Tortoise Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Tortoise Investment Management’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	$1.26M	Sell	18,436 -1,770	-9%	-$116K	0.09%	122
2026 Q1	$1.15M	Sell	20,206 -1,201	-6%	-$70.6K	0.09%	120
2025 Q4	$1.17M	Sell	21,407 -641	-3%	-$34.9K	0.1%	120
2025 Q3	$1.18M	Hold	22,048	–	–	0.1%	114
2025 Q2	$1.06M	Sell	22,048 -220	-1%	-$9.89K	0.1%	117
2025 Q1	$973K	Sell	22,268 -550	-2%	-$23.9K	0.1%	113
2024 Q4	$954K	Sell	22,818 -85	-0.4%	-$3.77K	0.1%	117
2024 Q3	$1.05M	Sell	22,903 -515	-2%	-$22.2K	0.11%	114
2024 Q2	$997K	Sell	23,418 -5	-0%	-$210	0.11%	111
2024 Q1	$962K	Sell	23,423 -540	-2%	-$21.5K	0.12%	113
2023 Q4	$964K	Buy	23,963 +100	+0.4%	+$3.86K	0.13%	112
2023 Q3	$906K	Hold	23,863	–	–	0.13%	110
2023 Q2	$944K	Sell	23,863 -10	-0%	-$393	0.14%	108
2023 Q1	$942K	Sell	23,873 -975	-4%	-$38.8K	0.15%	103
2022 Q4	$942K	Sell	24,848 -207	-0.8%	-$7.64K	0.17%	101
2022 Q3	$874K	Sell	25,055 -700	-3%	-$27.3K	0.17%	97
2022 Q2	$1.03M	Sell	25,755 -1,135	-4%	-$47.6K	0.2%	89
2022 Q1	$1.21M	Hold	26,890	–	–	0.22%	85
2021 Q4	$1.31M	Hold	26,890	–	–	0.25%	67
2021 Q3	$1.35M	Sell	26,890 -500	-2%	-$26K	0.27%	63
2021 Q2	$1.51M	Sell	27,390 -465	-2%	-$25.3K	0.31%	58
2021 Q1	$1.49M	Hold	27,855	–	–	0.33%	55
2020 Q4	$1.44M	Hold	27,855	–	–	0.33%	54
2020 Q3	$1.23M	Hold	27,855	–	–	0.3%	66
2020 Q2	$1.11M	Sell	27,855 -900	-3%	-$33.7K	0.29%	65
2020 Q1	$981K	Hold	28,755	–	–	0.28%	62
2019 Q4	$1.29M	Sell	28,755 -30	-0.1%	-$1.29K	0.3%	55
2019 Q3	$1.18M	Hold	28,785	–	–	0.3%	58
2019 Q2	$1.24M	Hold	28,785	–	–	0.31%	58
2019 Q1	$1.24M	Sell	28,785 -1,499	-5%	-$63.1K	0.32%	55
2018 Q4	$1.18M	Hold	30,284	–	–	0.32%	59
2018 Q3	$1.3M	Hold	30,284	–	–	0.34%	52
2018 Q2	$1.31M	Hold	30,284	–	–	0.36%	48
2018 Q1	$1.46M	Sell	30,284 -1,150	-4%	-$56.4K	0.4%	42
2017 Q4	$1.48M	Sell	31,434 -723	-2%	-$33.5K	0.42%	43
2017 Q3	$1.44M	Sell	32,157 -85	-0.3%	-$3.74K	0.44%	41
2017 Q2	$1.33M	Hold	32,242	–	–	0.43%	42
2017 Q1	$1.27M	Sell	32,242 -150	-0.5%	-$5.7K	0.42%	44
2016 Q4	$1.13M	Sell	32,392 -150	-0.5%	-$5.41K	0.39%	47
2016 Q3	$1.22M	Sell	32,542 -200	-0.6%	-$7.31K	0.41%	40
2016 Q2	$1.13M	Sell	32,742 -700	-2%	-$23.5K	0.39%	41
2016 Q1	$1.15M	Sell	33,442 -6,666	-17%	-$207K	0.41%	45
2015 Q4	$1.29M	Sell	40,108 -1,610	-4%	-$55.2K	0.46%	38
2015 Q3	$1.37M	Sell	41,718 -29,762	-42%	-$1.05M	0.52%	37
2015 Q2	$2.83M	Sell	71,480 -1,700	-2%	-$71.1K	1.06%	23
2015 Q1	$2.94M	Sell	73,180 -5,925	-7%	-$236K	1.12%	24
2014 Q4	$3.11M	Sell	79,105 -6,340	-7%	-$258K	1.24%	23
2014 Q3	$3.55M	Sell	85,445 -1,324	-2%	-$58.5K	1.49%	18
2014 Q2	$3.75M	Sell	86,769 -963	-1%	-$40.9K	1.57%	19
2014 Q1	$3.6M	Sell	87,732 -14,538	-14%	-$570K	1.66%	19
2013 Q4	$4.27M	Sell	102,270 -5,425	-5%	-$227K	2.35%	11
2013 Q3	$4.39M	Sell	107,695 -7,768	-7%	-$308K	2.65%	11
2013 Q2	$4.45M	Buy	+115,463	New	+$4.79M	2.94%	9

Other funds holding EEM

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Tortoise Investment Management's EEM Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 8.8% in Q2 2026, selling an estimated $116K and leaving 18,436 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #122.

Tortoise Investment Management first reported a position in EEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.45M in Q2 2013. 1,064 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Tortoise Investment Management held 18,436 shares of iShares MSCI Emerging Markets ETF worth $1.26M as of Q2 2026.
Tortoise Investment Management sold 1,770 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $116K.
iShares MSCI Emerging Markets ETF made up 0.09% of Tortoise Investment Management's portfolio in Q2 2026, its #122 holding.
Tortoise Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
Tortoise Investment Management's iShares MSCI Emerging Markets ETF position peaked at $4.45M in Q2 2013.
1,064 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.