Advisor Resource Council’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-70,879	Closed	-$3.04M	–	295
2025 Q1	$3.04M	Buy	+70,879	New	+$3.08M	0.25%	108
2024 Q4	–	Sell	-17,071	Closed	-$783K	–	126
2024 Q3	$783K	Sell	17,071 -4,858	-22%	-$209K	0.35%	70
2024 Q2	$46.5K	Buy	21,929 +3,790	+21%	+$159K	0.09%	27
2024 Q1	$730K	Sell	18,139 -15,933	-47%	-$634K	0.31%	82
2023 Q4	$1.37M	Buy	34,072 +15,329	+82%	+$592K	0.16%	137
2023 Q3	$711K	Sell	18,743 -2,299	-11%	-$91K	0.37%	51
2023 Q2	$832K	Buy	21,042 +3,639	+21%	+$143K	0.37%	47
2023 Q1	$690K	Buy	17,403 +2,021	+13%	+$80.4K	0.17%	150
2022 Q4	$583K	Buy	15,382 +3,369	+28%	+$124K	0.28%	71
2022 Q3	$419K	Sell	12,013 -36,956	-75%	-$1.44M	0.28%	91
2022 Q2	$1.96M	Buy	48,969 +30,661	+167%	+$1.29M	0.18%	125
2022 Q1	$826K	Sell	18,308 -76,509	-81%	-$3.61M	0.25%	111
2021 Q4	$4.63M	Sell	94,817 -30,699	-24%	-$1.54M	0.36%	52
2021 Q3	$6.32M	Buy	125,516 +31,483	+33%	+$1.64M	1.92%	7
2021 Q2	$5.19M	Buy	+94,033	New	+$5.11M	0.54%	38

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

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

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

Advisor Resource Council's EEM Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2025, closing a stake of 70,879 shares — an estimated $3.04M sold.

Advisor Resource Council first reported a position in EEM in Q2 2021 and held it in 15 quarters. The position peaked at $6.32M in Q3 2021. 1,355 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

Advisor Resource Council reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 70,879 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $3.04M.
Advisor Resource Council first reported a position in iShares MSCI Emerging Markets ETF in Q2 2021 and held it in 15 quarters.
Advisor Resource Council's iShares MSCI Emerging Markets ETF position peaked at $6.32M in Q3 2021.
1,355 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.