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CarsonAllaria Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-1,585
Closed -$76.5K – 154
2025
Q2 		$76.5K Buy
1,585
+361
+29% +$16.2K 0.04% 117
2025
Q1 		$53.5K Buy
1,224
+3
+0.2% +$130 0.03% 128
2024
Q4 		$51.1K Buy
1,221
+349
+40% +$15.5K 0.03% 129
2024
Q3 		$40K Buy
872
+44
+5% +$1.9K 0.02% 143
2024
Q2 		$35.3K Buy
828
+197
+31% +$8.26K 0.02% 143
2024
Q1 		$26K Buy
631
+126
+25% +$5.01K 0.02% 172
2023
Q4 		$20.3K Buy
505
+45
+10% +$1.74K 0.01% 168
2023
Q3 		$17.5K Sell
460
-82
-15% -$3.25K 0.01% 172
2023
Q2 		$21.5K Buy
542
+258
+91% +$10.1K 0.02% 164
2023
Q1 		$11.2K Buy
284
+89
+46% +$3.54K 0.01% 205
2022
Q4 		$7K Sell
195
-58
-23% -$2.14K 0.01% 213
2022
Q3 		$9K Buy
253
+79
+45% +$3.08K 0.01% 197
2022
Q2 		$7K Buy
174
+91
+110% +$3.82K 0.01% 209
2022
Q1 		$4K Buy
83
+29
+54% +$1.37K ﹤0.01% 264
2021
Q4 		$3K Buy
+54
New +$2.72K ﹤0.01% 297

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

CarsonAllaria Wealth Management's EEM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2025, closing a stake of 1,585 shares — an estimated $76.5K sold.

CarsonAllaria Wealth Management first reported a position in EEM in Q4 2021 and held it in 15 quarters. The position peaked at $76.5K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,585 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $76.5K.
  • CarsonAllaria Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $76.5K in Q2 2025.
  • 1,412 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.