Adero Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Adero Partners’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
2025 Q1	$413K	Hold	9,449	–	–	0.03%	141
2024 Q4	$395K	Hold	9,449	–	–	0.03%	144
2024 Q3	$433K	Hold	9,449	–	–	0.03%	135
2024 Q2	$402K	Hold	9,449	–	–	0.03%	136
2024 Q1	$388K	Buy	9,449 +682	+8%	+$27.1K	0.03%	135
2023 Q4	$353K	Hold	8,767	–	–	0.03%	134
2023 Q3	$333K	Hold	8,767	–	–	0.03%	137
2023 Q2	$347K	Hold	8,767	–	–	0.03%	123
2023 Q1	$346K	Hold	8,767	–	–	0.04%	123
2022 Q4	$332K	Hold	8,767	–	–	0.04%	123
2022 Q3	$297K	Hold	8,767	–	–	0.04%	121
2022 Q2	$340K	Hold	8,767	–	–	0.05%	107
2022 Q1	$396K	Hold	8,767	–	–	0.06%	106
2021 Q4	$428K	Hold	8,767	–	–	0.07%	114
2021 Q3	$442K	Hold	8,767	–	–	0.08%	95
2021 Q2	$484K	Hold	8,767	–	–	0.11%	78
2021 Q1	$468K	Hold	8,767	–	–	0.21%	69
2020 Q4	$453K	Hold	8,767	–	–	0.39%	46
2020 Q3	$387K	Hold	8,767	–	–	0.31%	57
2020 Q2	$351K	Hold	8,767	–	–	0.36%	49
2020 Q1	$299K	Sell	8,767 -1,755	-17%	-$72K	0.49%	45
2019 Q4	$472K	Buy	+10,522	New	+$452K	0.53%	43

Other funds holding EEM

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Adero Partners's EEM Position: Q1 2025 in Review

Adero Partners held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2025 at 9,449 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #141.

Adero Partners first reported a position in EEM in Q4 2019 and has held it in 22 quarters since. The position peaked at $484K in Q2 2021. 1,309 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

Adero Partners held 9,449 shares of iShares MSCI Emerging Markets ETF worth $413K as of Q1 2025.
Adero Partners left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2025.
iShares MSCI Emerging Markets ETF made up 0.03% of Adero Partners's portfolio in Q1 2025, its #141 holding.
Adero Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 22 quarters since.
Adero Partners's iShares MSCI Emerging Markets ETF position peaked at $484K in Q2 2021.
1,309 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.