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Allworth Financial’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Allworth Financial’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 		$8.43K Sell
88
-26
-23% -$2.6K ﹤0.01% 3626
2025
Q4 		$10.7K Buy
114
+26
+30% +$2.43K ﹤0.01% 3224
2025
Q3 		$8.07K Buy
88
+56
+175% +$4.83K ﹤0.01% 3272
2025
Q2 		$2.64K Hold
32
– – ﹤0.01% 3586
2025
Q1 		$2.35K Hold
32
– – ﹤0.01% 3146
2024
Q4 		$2.32K Hold
32
– – ﹤0.01% 3105
2024
Q3 		$2.51K Hold
32
– – ﹤0.01% 2862
2024
Q2 		$2.32K Hold
32
– – ﹤0.01% 2854
2024
Q1 		$2.18K Hold
32
– – ﹤0.01% 2773
2023
Q4 		$2.12K Hold
32
– – ﹤0.01% 2658
2023
Q3 		$2.02K Hold
32
– – ﹤0.01% 2540
2023
Q2 		$2.1K Sell
32
-563
-95% -$36.9K ﹤0.01% 2462
2023
Q1 		$39.5K Buy
+595
New +$39.9K ﹤0.01% 1159

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