AWM
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AE Wealth Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

AE Wealth Management’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69K Sell
721
-84
-10% -$8.42K ﹤0.01% 1888
2025
Q4 		$75.7K Buy
+805
New +$75.3K ﹤0.01% 1765
2021
Q4 		– Sell
-5,018
Closed -$424K – 1716
2021
Q3 		$424K Sell
5,018
-1,017
-17% -$88.7K ﹤0.01% 1231
2021
Q2 		$558K Buy
6,035
+1,953
+48% +$178K ﹤0.01% 1111
2021
Q1 		$370K Buy
4,082
+95
+2% +$8.89K ﹤0.01% 1175
2020
Q4 		$349K Buy
+3,987
New +$326K ﹤0.01% 1082

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return