Avantax Advisory Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Avantax Advisory Services’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	$12.9M	Sell	266,574 -13,575	-5%	-$610K	0.07%	211
2025 Q1	$12.2M	Buy	280,149 +18,191	+7%	+$790K	0.07%	206
2024 Q4	$11M	Buy	261,958 +6,129	+2%	+$272K	0.07%	206
2024 Q3	$11.7M	Buy	255,829 +1,206	+0.5%	+$52K	0.08%	189
2024 Q2	$10.8M	Buy	254,623 +114,082	+81%	+$4.79M	0.08%	192
2024 Q1	$5.77M	Buy	140,541 +5,571	+4%	+$222K	0.05%	277
2023 Q4	$5.43M	Buy	134,970 +3,978	+3%	+$154K	0.05%	268
2023 Q3	$4.97M	Sell	130,992 -11,418	-8%	-$452K	0.06%	257
2023 Q2	$5.63M	Sell	142,410 -15,772	-10%	-$620K	0.06%	230
2023 Q1	$6.24M	Sell	158,182 -154,994	-49%	-$6.16M	0.08%	202
2022 Q4	$11.9M	Buy	313,176 +96,425	+44%	+$3.56M	0.16%	109
2022 Q3	$7.56M	Sell	216,751 -15,754	-7%	-$615K	0.12%	141
2022 Q2	$9.32M	Buy	232,505 +87,260	+60%	+$3.66M	0.14%	116
2022 Q1	$6.56M	Sell	145,245 -9,187	-6%	-$434K	0.09%	161
2021 Q4	$7.54M	Buy	154,432 +27,992	+22%	+$1.41M	0.11%	142
2021 Q3	$6.38M	Sell	126,440 -12,055	-9%	-$628K	0.11%	148
2021 Q2	$7.64M	Buy	138,495 +17,978	+15%	+$977K	0.14%	116
2021 Q1	$6.42M	Buy	120,517 +5,077	+4%	+$278K	0.14%	121
2020 Q4	$5.97M	Sell	115,440 -191,354	-62%	-$9.2M	0.14%	116
2020 Q3	$13.5M	Buy	306,794 +163,011	+113%	+$7.15M	0.22%	80
2020 Q2	$5.75M	Sell	143,783 -40,337	-22%	-$1.51M	0.17%	100
2020 Q1	$6.29M	Buy	184,120 +28,668	+18%	+$1.18M	0.19%	86
2019 Q4	$6.97M	Buy	155,452 +137,520	+767%	+$5.9M	0.16%	84
2019 Q3	$730K	Buy	17,932 +10,959	+157%	+$452K	0.03%	262
2019 Q2	$299K	Buy	6,973 +1,861	+36%	+$79K	0.01%	394
2019 Q1	$219K	Buy	+5,112	New	+$215K	0.01%	440

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

Avantax Advisory Services's EEM Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4.8% in Q2 2025, selling an estimated $610K and leaving 266,574 shares worth $12.9M. The position accounts for 0.07% of the portfolio, ranked #211.

Avantax Advisory Services first reported a position in EEM in Q1 2019 and has held it in 26 quarters since. The position peaked at $13.5M in Q3 2020. 1,355 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

Avantax Advisory Services held 266,574 shares of iShares MSCI Emerging Markets ETF worth $12.9M as of Q2 2025.
Avantax Advisory Services sold 13,575 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $610K.
iShares MSCI Emerging Markets ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #211 holding.
Avantax Advisory Services first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's iShares MSCI Emerging Markets ETF position peaked at $13.5M in Q3 2020.
1,355 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.