Atria Wealth Solutions’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Atria Wealth Solutions’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	$2.97M	Sell	61,562 -10,721	-15%	-$482K	0.07%	315
2025 Q1	$3.16M	Buy	72,283 +3,079	+4%	+$134K	0.04%	477
2024 Q4	$2.89M	Sell	69,204 -11,757	-15%	-$521K	0.03%	514
2024 Q3	$3.71M	Buy	80,961 +10,522	+15%	+$454K	0.04%	425
2024 Q2	$3M	Sell	70,439 -4,941	-7%	-$207K	0.03%	490
2024 Q1	$3.1M	Sell	75,380 -3,332	-4%	-$133K	0.03%	481
2023 Q4	$3.17M	Buy	78,712 +557	+0.7%	+$21.5K	0.04%	450
2023 Q3	$2.97M	Sell	78,155 -2,774	-3%	-$110K	0.04%	437
2023 Q2	$3.2M	Sell	80,929 -742	-0.9%	-$29.2K	0.04%	421
2023 Q1	$3.22M	Buy	81,671 +21,196	+35%	+$843K	0.05%	389
2022 Q4	$2.29M	Sell	60,475 -6,528	-10%	-$241K	0.04%	463
2022 Q3	$2.34M	Buy	67,003 +20,761	+45%	+$810K	0.04%	420
2022 Q2	$1.85M	Buy	46,242 +12,132	+36%	+$509K	0.03%	472
2022 Q1	$1.54M	Buy	+34,110	New	+$1.61M	0.03%	563

Other funds holding EEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Atria Wealth Solutions's EEM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 15% in Q2 2025, selling an estimated $482K and leaving 61,562 shares worth $2.97M. The position accounts for 0.07% of the portfolio, ranked #315.

Atria Wealth Solutions first reported a position in EEM in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.71M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

Atria Wealth Solutions held 61,562 shares of iShares MSCI Emerging Markets ETF worth $2.97M as of Q2 2025.
Atria Wealth Solutions sold 10,721 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $482K.
iShares MSCI Emerging Markets ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #315 holding.
Atria Wealth Solutions first reported a position in iShares MSCI Emerging Markets ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares MSCI Emerging Markets ETF position peaked at $3.71M in Q3 2024.
1,357 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.