BWA
EEMA icon

Burt Wealth Advisors’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Burt Wealth Advisors’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
2025
Q3 		$1.02M Hold
11,143
– – 0.25% 43
2025
Q2 		$920K Buy
11,143
+463
+4% +$35.3K 0.21% 47
2025
Q1 		$791K Buy
10,680
+2
+0% +$148 0.2% 47
2024
Q4 		$765K Buy
10,678
+92
+0.9% +$6.98K 0.19% 48
2024
Q3 		$829K Sell
10,586
-977
-8% -$71.3K 0.2% 45
2024
Q2 		$838K Sell
11,563
-394
-3% -$27.8K 0.22% 43
2024
Q1 		$814K Sell
11,957
-2,003
-14% -$131K 0.21% 48
2023
Q4 		$923K Sell
13,960
-857
-6% -$54.7K 0.26% 40
2023
Q3 		$933K Hold
14,817
– – 0.29% 34
2023
Q2 		$974K Buy
14,817
+1
+0% +$66 0.29% 33
2023
Q1 		$985K Buy
14,816
+11
+0.1% +$737 0.31% 30
2022
Q4 		$937K Buy
14,805
+5,680
+62% +$343K 0.31% 31
2022
Q3 		$524K Sell
9,125
-751
-8% -$49.1K 0.21% 41
2022
Q2 		$673K Sell
9,876
-51,135
-84% -$3.55M 0.23% 34
2022
Q1 		$4.51M Buy
61,011
+20,152
+49% +$1.57M 1.35% 15
2021
Q4 		$3.35M Buy
+40,859
New +$3.45M 1.1% 14

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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Burt Wealth Advisors's EEMA Position: Q3 2025 in Review

Burt Wealth Advisors held its iShares MSCI Emerging Markets Asia ETF (EEMA) position steady in Q3 2025 at 11,143 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #43.

Burt Wealth Advisors first reported a position in EEMA in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.51M in Q1 2022. 134 funds tracked by Wall St. Rank hold EEMA as of Q3 2025.

  • Burt Wealth Advisors held 11,143 shares of iShares MSCI Emerging Markets Asia ETF worth $1.02M as of Q3 2025.
  • Burt Wealth Advisors left its iShares MSCI Emerging Markets Asia ETF share count unchanged in Q3 2025.
  • iShares MSCI Emerging Markets Asia ETF made up 0.25% of Burt Wealth Advisors's portfolio in Q3 2025, its #43 holding.
  • Burt Wealth Advisors first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2021 and has held it in 16 quarters since.
  • Burt Wealth Advisors's iShares MSCI Emerging Markets Asia ETF position peaked at $4.51M in Q1 2022.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.