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United Asset Strategies’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

United Asset Strategies’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 		– Sell
-4,752
Closed -$260K – 263
2025
Q4 		$260K Sell
4,752
-418
-8% -$22.7K 0.02% 238
2025
Q3 		$276K Buy
+5,170
New +$260K 0.02% 232
2025
Q1 		– Sell
-5,650
Closed -$236K – 236
2024
Q4 		$236K Buy
5,650
+626
+12% +$27.7K 0.02% 220
2024
Q3 		$230K Buy
+5,024
New +$217K 0.02% 224
2020
Q1 		– Sell
-160,484
Closed -$7.2M – 184
2019
Q4 		$7.2M Buy
160,484
+4,754
+3% +$204K 1.4% 20
2019
Q3 		$6.37M Sell
155,730
-3,325
-2% -$137K 1.39% 21
2019
Q2 		$6.83M Sell
159,055
-1,698
-1% -$72.1K 1.57% 14
2019
Q1 		$6.9M Buy
160,753
+31,795
+25% +$1.34M 1.62% 12
2018
Q4 		$5.04M Buy
128,958
+102,733
+392% +$4.12M 1.38% 20
2018
Q3 		$1.13M Sell
26,225
-595
-2% -$25.7K 0.27% 91
2018
Q2 		$1.16M Buy
26,820
+20,185
+304% +$934K 0.31% 81
2018
Q1 		$320K Buy
6,635
+695
+12% +$34.1K 0.09% 159
2017
Q4 		$280K Sell
5,940
-109,001
-95% -$5.04M 0.08% 170
2017
Q3 		$5.15M Buy
+114,941
New +$5.06M 2.92% 8
2016
Q4 		– Sell
-18,215
Closed -$682K – 152
2016
Q3 		$682K Buy
+18,215
New +$666K 0.24% 82
2016
Q1 		– Sell
-50,599
Closed -$1.63M – 131
2015
Q4 		$1.63M Buy
50,599
+32,552
+180% +$1.12M 0.71% 43
2015
Q3 		$592K Buy
+18,047
New +$637K 0.27% 75
2015
Q2 		– Sell
-6,259
Closed -$268K – 130
2015
Q1 		$268K Sell
6,259
-29,855
-83% -$1.19M 0.12% 102
2014
Q4 		$1.42M Buy
36,114
+12,738
+54% +$518K 0.61% 54
2014
Q3 		$972K Sell
23,376
-1,712
-7% -$75.7K 0.44% 65
2014
Q2 		$1.08M Sell
25,088
-256
-1% -$10.9K 0.52% 61
2014
Q1 		$1.04M Sell
25,344
-722
-3% -$28.3K 0.59% 52
2013
Q4 		$1.09M Sell
26,066
-249
-0.9% -$10.4K 0.75% 46
2013
Q3 		$1.07M Sell
26,315
-1,486
-5% -$58.8K 0.68% 51
2013
Q2 		$1.07M Buy
+27,801
New +$1.15M 0.71% 52

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

United Asset Strategies's EEM Position: Q1 2026 in Review

United Asset Strategies sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2026, closing a stake of 4,752 shares — an estimated $260K sold.

United Asset Strategies first reported a position in EEM in Q2 2013 and held it in 25 quarters. The position peaked at $7.2M in Q4 2019. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • United Asset Strategies reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • United Asset Strategies sold 4,752 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $260K.
  • United Asset Strategies first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 25 quarters.
  • United Asset Strategies's iShares MSCI Emerging Markets ETF position peaked at $7.2M in Q4 2019.
  • 1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on United Asset Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.