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

Centricity 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 Q2	$208K	Buy	4,321 +325	+8%	+$14.6K	0.17%	72
2025 Q1	$175K	Buy	3,996 +610	+18%	+$26.5K	0.16%	78
2024 Q4	$142K	Buy	+3,386	New	+$150K	0.13%	93

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

Centricity Wealth Management's EEM Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 8.1% in Q2 2025, buying an estimated $14.6K and bringing the position to 4,321 shares worth $208K. The position accounts for 0.17% of the portfolio, ranked #72.

Centricity Wealth Management first reported a position in EEM in Q4 2024 and has held it in 3 quarters since. 1,357 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

Centricity Wealth Management held 4,321 shares of iShares MSCI Emerging Markets ETF worth $208K as of Q2 2025.
Centricity Wealth Management bought 325 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $14.6K.
iShares MSCI Emerging Markets ETF made up 0.17% of Centricity Wealth Management's portfolio in Q2 2025, its #72 holding.
Centricity Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 3 quarters since.
1,357 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.