Affinity Capital Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Affinity Capital Advisors’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 Q3	–	Sell	-8,883	Closed	-$429K	–	158
2025 Q2	$429K	Sell	8,883 -44	-0.5%	-$1.98K	0.07%	108
2025 Q1	$373K	Sell	8,927 -467	-5%	-$20.3K	0.07%	106
2024 Q4	$395K	Buy	+9,394	New	+$416K	0.07%	109
2021 Q1	–	Sell	-4,848	Closed	-$250K	–	124
2020 Q4	$250K	Sell	4,848 -3,647	-43%	-$175K	0.1%	96
2020 Q3	$375K	Sell	8,495 -985	-10%	-$43.2K	0.21%	67
2020 Q2	$379K	Sell	9,480 -500	-5%	-$18.7K	0.25%	61
2020 Q1	$362K	Sell	9,980 -3,383	-25%	-$139K	0.26%	62
2019 Q4	$600K	Buy	+13,363	New	+$574K	0.39%	41

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Affinity Capital Advisors's EEM Position: Q3 2025 in Review

Affinity Capital Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2025, closing a stake of 8,883 shares — an estimated $429K sold.

Affinity Capital Advisors first reported a position in EEM in Q4 2019 and held it in 8 quarters. The position peaked at $600K in Q4 2019. 1,412 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

Affinity Capital Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
Affinity Capital Advisors sold 8,883 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $429K.
Affinity Capital Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 8 quarters.
Affinity Capital Advisors's iShares MSCI Emerging Markets ETF position peaked at $600K in Q4 2019.
1,412 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on Affinity Capital Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.