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

Claro 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 Q3	–	Sell	-4,319	Closed	-$208K	–	406
2025 Q2	$208K	Sell	4,319 -673	-13%	-$30.3K	0.03%	355
2025 Q1	$218K	Buy	+4,992	New	+$217K	0.03%	462
2019 Q1	–	Sell	-3,603	Closed	-$155K	–	371
2018 Q4	$155K	Buy	+3,603	New	+$144K	0.12%	162

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Claro Advisors's EEM Position: Q3 2025 in Review

Claro Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2025, closing a stake of 4,319 shares — an estimated $208K sold.

Claro Advisors first reported a position in EEM in Q4 2018 and held it in 3 quarters. The position peaked at $218K in Q1 2025. 1,416 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

Claro Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
Claro Advisors sold 4,319 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $208K.
Claro Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 3 quarters.
Claro Advisors's iShares MSCI Emerging Markets ETF position peaked at $218K in Q1 2025.
1,416 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on Claro Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.