Bordeaux Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bordeaux Wealth 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 Q2	$264K	Sell	5,472 -327	-6%	-$14.7K	0.03%	134
2025 Q1	$253K	Hold	5,799	–	–	0.05%	131
2024 Q4	$243K	Sell	5,799 -2,890	-33%	-$128K	0.04%	136
2024 Q3	$398K	Hold	8,689	–	–	0.07%	105
2024 Q2	$370K	Hold	8,689	–	–	0.07%	99
2024 Q1	$357K	Sell	8,689 -119	-1%	-$4.74K	0.12%	75
2023 Q4	$354K	Hold	8,808	–	–	0.12%	75
2023 Q3	$334K	Hold	8,808	–	–	0.14%	69
2023 Q2	$348K	Buy	8,808 +327	+4%	+$12.9K	0.14%	71
2023 Q1	$335K	Hold	8,481	–	–	0.17%	82
2022 Q4	$321K	Sell	8,481 -3,661	-30%	-$135K	0.18%	68
2022 Q3	$424K	Sell	12,142 -1,791	-13%	-$69.9K	0.27%	57
2022 Q2	$559K	Sell	13,933 -4,885	-26%	-$205K	0.39%	45
2022 Q1	$850K	Hold	18,818	–	–	0.46%	38
2021 Q4	$919K	Buy	18,818 +6	+0%	+$302	0.42%	40
2021 Q3	$948K	Sell	18,812 -2,787	-13%	-$145K	0.54%	30
2021 Q2	$1.19M	Buy	21,599 +10	+0%	+$543	0.68%	25
2021 Q1	$1.15M	Hold	21,589	–	–	0.8%	19
2020 Q4	$1.12M	Buy	+21,589	New	+$1.04M	0.84%	16

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

Bordeaux Wealth Advisors's EEM Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5.6% in Q2 2025, selling an estimated $14.7K and leaving 5,472 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #134.

Bordeaux Wealth Advisors first reported a position in EEM in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.19M in Q2 2021. 1,356 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

Bordeaux Wealth Advisors held 5,472 shares of iShares MSCI Emerging Markets ETF worth $264K as of Q2 2025.
Bordeaux Wealth Advisors sold 327 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $14.7K.
iShares MSCI Emerging Markets ETF made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #134 holding.
Bordeaux Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 19 quarters since.
Bordeaux Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.19M in Q2 2021.
1,356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.