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
2019 Q2	–	Sell	-2,500	Closed	-$1K	–	633
2019 Q1	$1K	Buy	+2,500	New	+$105K	﹤0.01%	590
2018 Q4	–	Sell	-2,000	Closed	-$2K	–	549
2018 Q3	$2K	Buy	+2,000	New	+$86.3K	﹤0.01%	506
2014 Q1	–	Sell	-17,900	Closed	-$20K	–	360
2013 Q4	$20K	Sell	17,900 -7,100	-28%	-$297K	0.01%	218
2013 Q3	$39K	Buy	25,000 +1,500	+6%	+$59.4K	0.02%	163
2013 Q2	$29K	Buy	+23,500	New	+$975K	0.02%	176

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.