EFG Asset Management (Americas)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1M | Buy |
188,229
+56,541
| +43% | +$2.84M | 1.74% | 13 |
|
|
2025
Q2 | $6.35M | Sell |
131,688
-1,038
| -0.8% | -$46.7K | 1.17% | 25 |
|
|
2025
Q1 | $5.8M | Sell |
132,726
-6,849
| -5% | -$297K | 1.17% | 27 |
|
|
2024
Q4 | $5.84M | Buy |
139,575
+40,739
| +41% | +$1.81M | 1.14% | 28 |
|
|
2024
Q3 | $4.53M | Sell |
98,836
-14,230
| -13% | -$614K | 0.89% | 38 |
|
|
2024
Q2 | $4.82M | Buy |
113,066
+52,789
| +88% | +$2.21M | 0.94% | 36 |
|
|
2024
Q1 | $2.48M | Sell |
60,277
-86,202
| -59% | -$3.43M | 0.75% | 40 |
|
|
2023
Q4 | $5.89M | Sell |
146,479
-6,810
| -4% | -$263K | 1.27% | 26 |
|
|
2023
Q3 | $5.82M | Buy |
153,289
+1,316
| +0.9% | +$52.1K | 1.39% | 21 |
|
|
2023
Q2 | $6.01M | Buy |
151,973
+8,044
| +6% | +$316K | 1.39% | 20 |
|
|
2023
Q1 | $5.68M | Buy |
143,929
+6,420
| +5% | +$255K | 1.36% | 25 |
|
|
2022
Q4 | $5.21M | Buy |
137,509
+3,236
| +2% | +$119K | 1.29% | 29 |
|
|
2022
Q3 | $4.68M | Buy |
134,273
+22,268
| +20% | +$869K | 1.18% | 29 |
|
|
2022
Q2 | $4.49M | Buy |
112,005
+10,507
| +10% | +$441K | 1.06% | 32 |
|
|
2022
Q1 | $4.58M | Buy |
101,498
+18,859
| +23% | +$890K | 0.85% | 40 |
|
|
2021
Q4 | $4.04M | Buy |
82,639
+2,649
| +3% | +$133K | 0.68% | 56 |
|
|
2021
Q3 | $4.03M | Buy |
79,990
+9,210
| +13% | +$479K | 0.72% | 51 |
|
|
2021
Q2 | $3.9M | Buy |
70,780
+2,204
| +3% | +$120K | 0.73% | 50 |
|
|
2021
Q1 | $3.66M | Sell |
68,576
-2,105
| -3% | -$115K | 0.75% | 48 |
|
|
2020
Q4 | $3.67M | Sell |
70,681
-1,626
| -2% | -$78.2K | 0.75% | 47 |
|
|
2020
Q3 | $3.2M | Sell |
72,307
-10,228
| -12% | -$449K | 0.72% | 54 |
|
|
2020
Q2 | $3.32M | Buy |
82,535
+914
| +1% | +$34.2K | 0.86% | 47 |
|
|
2020
Q1 | $2.8M | Buy |
81,621
+16,700
| +26% | +$685K | 0.9% | 41 |
|
|
2019
Q4 | $2.93M | Buy |
64,921
+1,907
| +3% | +$81.9K | 0.77% | 56 |
|
|
2019
Q3 | $2.59M | Buy |
63,014
+1,776
| +3% | +$73.3K | 0.78% | 55 |
|
|
2019
Q2 | $2.64M | Buy |
61,238
+628
| +1% | +$26.7K | 0.75% | 60 |
|
|
2019
Q1 | $2.62M | Buy |
60,610
+6,225
| +11% | +$262K | 0.79% | 54 |
|
|
2018
Q4 | $2.14M | Buy |
54,385
+4,712
| +9% | +$189K | 0.77% | 58 |
|
|
2018
Q3 | $2.15M | Sell |
49,673
-27,170
| -35% | -$1.17M | 0.61% | 64 |
|
|
2018
Q2 | $3.36M | Buy |
76,843
+17,730
| +30% | +$821K | 1.02% | 29 |
|
|
2018
Q1 | $2.98M | Sell |
59,113
-18,233
| -24% | -$894K | 1.23% | 23 |
|
|
2017
Q4 | $3.95M | Buy |
77,346
+2,571
| +3% | +$119K | 1.43% | 20 |
|
|
2017
Q3 | $3.48M | Buy |
74,775
+31,117
| +71% | +$1.37M | 1.32% | 18 |
|
|
2017
Q2 | $1.82M | Sell |
43,658
-9,635
| -18% | -$392K | 0.69% | 45 |
|
|
2017
Q1 | $2.11M | Sell |
53,293
-36,808
| -41% | -$1.4M | 0.82% | 35 |
|
|
2016
Q4 | $3.17M | Sell |
90,101
-34,395
| -28% | -$1.24M | 1.38% | 19 |
|
|
2016
Q3 | $4.67M | Sell |
124,496
-9,663
| -7% | -$353K | 1.97% | 10 |
|
|
2016
Q2 | $4.62M | Sell |
134,159
-26,885
| -17% | -$903K | 2.17% | 13 |
|
|
2016
Q1 | $5.52M | Sell |
161,044
-7,014
| -4% | -$217K | 2.76% | 6 |
|
|
2015
Q4 | $4.76M | Sell |
168,058
-30,700
| -15% | -$1.05M | 2.96% | 5 |
|
|
2015
Q3 | $6.53M | Sell |
198,758
-55,304
| -22% | -$1.95M | 4.07% | 5 |
|
|
2015
Q2 | $10.5M | Buy |
254,062
+9,772
| +4% | +$409K | 6.42% | 4 |
|
|
2015
Q1 | $9.8M | Sell |
244,290
-61,974
| -20% | -$2.47M | 7.64% | 4 |
|
|
2014
Q4 | $11.9M | Buy |
306,264
+80,517
| +36% | +$3.27M | 7.27% | 5 |
|
|
2014
Q3 | $9.39M | Buy |
225,747
+11,583
| +5% | +$512K | 9.27% | 6 |
|
|
2014
Q2 | $9.26M | Sell |
214,164
-58,582
| -21% | -$2.49M | 8.26% | 6 |
|
|
2014
Q1 | $11.2M | Buy |
272,746
+13,735
| +5% | +$539K | 9.13% | 6 |
|
|
2013
Q4 | $10.8M | Buy |
+259,011
| New | +$10.8M | 9.54% | 6 |
|
Other funds holding EEM
CI
EFG Asset Management (Americas)'s EEM Position: Q3 2025 in Review
EFG Asset Management (Americas) increased its iShares MSCI Emerging Markets ETF (EEM) stake by 43% in Q3 2025, buying an estimated $2.84M and bringing the position to 188,229 shares worth $10.1M. The position accounts for 1.74% of the portfolio, ranked #13.
EFG Asset Management (Americas) first reported a position in EEM in Q4 2013 and has held it in 48 quarters since. The position peaked at $11.9M in Q4 2014. 1,412 funds tracked by Wall St. Rank hold EEM as of Q3 2025.
- EFG Asset Management (Americas) held 188,229 shares of iShares MSCI Emerging Markets ETF worth $10.1M as of Q3 2025.
- EFG Asset Management (Americas) bought 56,541 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $2.84M.
- iShares MSCI Emerging Markets ETF made up 1.74% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #13 holding.
- EFG Asset Management (Americas) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 48 quarters since.
- EFG Asset Management (Americas)'s iShares MSCI Emerging Markets ETF position peaked at $11.9M in Q4 2014.
- 1,412 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.
Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.