Trivium Point Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Trivium Point Advisory’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	$442K	Buy	7,779 +396	+5%	+$23.3K	0.08%	200
2025 Q4	$404K	Buy	7,383 +104	+1%	+$5.66K	0.04%	262
2025 Q3	$389K	Hold	7,279	–	–	0.04%	265
2025 Q2	$351K	Hold	7,279	–	–	0.04%	274
2025 Q1	$318K	Hold	7,279	–	–	0.04%	277
2024 Q4	$304K	Buy	+7,279	New	+$323K	0.04%	290

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Trivium Point Advisory's EEM Position: Q1 2026 in Review

Trivium Point Advisory increased its iShares MSCI Emerging Markets ETF (EEM) stake by 5.4% in Q1 2026, buying an estimated $23.3K and bringing the position to 7,779 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #200.

Trivium Point Advisory first reported a position in EEM in Q4 2024 and has held it in 6 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Trivium Point Advisory held 7,779 shares of iShares MSCI Emerging Markets ETF worth $442K as of Q1 2026.
Trivium Point Advisory bought 396 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $23.3K.
iShares MSCI Emerging Markets ETF made up 0.08% of Trivium Point Advisory's portfolio in Q1 2026, its #200 holding.
Trivium Point Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.