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

Congress 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	$551K	Sell	11,431 -118,580	-91%	-$5.33M	0.01%	893
2025 Q1	$5.68M	Sell	130,011 -68,521	-35%	-$2.98M	0.07%	309
2024 Q4	$8.3M	Buy	198,532 +74,090	+60%	+$3.28M	0.11%	220
2024 Q3	$5.71M	Buy	124,442 +28,940	+30%	+$1.25M	0.08%	276
2024 Q2	$4.07M	Buy	95,502 +10,658	+13%	+$447K	0.06%	273
2024 Q1	$3.49M	Sell	84,844 -91,342	-52%	-$3.63M	0.06%	263
2023 Q4	$7.08M	Buy	176,186 +89,220	+103%	+$3.44M	0.13%	188
2023 Q3	$3.3M	Buy	86,966 +34,865	+67%	+$1.38M	0.07%	258
2023 Q2	$2.06M	Sell	52,101 -4,627	-8%	-$182K	0.05%	258
2023 Q1	$2.24M	Sell	56,728 -140,520	-71%	-$5.59M	0.05%	253
2022 Q4	$7.48M	Buy	197,248 +152,391	+340%	+$5.62M	0.19%	153
2022 Q3	$1.56M	Sell	44,857 -3,864	-8%	-$151K	0.04%	294
2022 Q2	$1.95M	Sell	48,721 -1,646	-3%	-$69.1K	0.05%	276
2022 Q1	$2.27M	Sell	50,367 -68,816	-58%	-$3.25M	0.05%	285
2021 Q4	$5.82M	Buy	+119,183	New	+$6M	0.12%	202

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

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

Congress Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 91% in Q2 2025, selling an estimated $5.33M and leaving 11,431 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #893.

Congress Wealth Management first reported a position in EEM in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.3M in Q4 2024. 1,357 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

Congress Wealth Management held 11,431 shares of iShares MSCI Emerging Markets ETF worth $551K as of Q2 2025.
Congress Wealth Management sold 118,580 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $5.33M.
iShares MSCI Emerging Markets ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #893 holding.
Congress Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $8.3M in Q4 2024.
1,357 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.