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

Eldridge Investment 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
Q1 		– Sell
-5,713
Closed -$239K – 158
2024
Q4 		$239K Sell
5,713
-1,610
-22% -$71.3K 0.06% 142
2024
Q3 		$336K Sell
7,323
-290
-4% -$12.5K 0.08% 128
2024
Q2 		$324K Sell
7,613
-450
-6% -$18.9K 0.08% 122
2024
Q1 		$331K Sell
8,063
-750
-9% -$29.8K 0.09% 124
2023
Q4 		$354K Sell
8,813
-752
-8% -$29K 0.09% 114
2023
Q3 		$363K Sell
9,565
-1,230
-11% -$48.7K 0.12% 102
2023
Q2 		$427K Sell
10,795
-495
-4% -$19.5K 0.14% 91
2023
Q1 		$446K Buy
11,290
+365
+3% +$14.5K 0.15% 87
2022
Q4 		$414K Sell
10,925
-4,790
-30% -$177K 0.14% 90
2022
Q3 		$548K Sell
15,715
-5,232
-25% -$204K 0.21% 71
2022
Q2 		$840K Buy
20,947
+2
+0% +$84 0.32% 55
2022
Q1 		$946K Buy
20,945
+191
+0.9% +$9.01K 0.32% 52
2021
Q4 		$1.01M Sell
20,754
-781
-4% -$39.3K 0.33% 52
2021
Q3 		$1.08M Buy
21,535
+74
+0.3% +$3.85K 0.39% 41
2021
Q2 		$1.18M Buy
21,461
+734
+4% +$39.9K 0.43% 41
2021
Q1 		$1.11M Buy
20,727
+2,284
+12% +$125K 0.43% 38
2020
Q4 		$953K Buy
18,443
+521
+3% +$25.1K 0.4% 38
2020
Q3 		$790K Buy
17,922
+971
+6% +$42.6K 0.37% 38
2020
Q2 		$678K Buy
16,951
+177
+1% +$6.63K 0.34% 42
2020
Q1 		$573K Sell
16,774
-175
-1% -$7.18K 0.33% 44
2019
Q4 		$761K Buy
16,949
+149
+0.9% +$6.4K 0.37% 46
2019
Q3 		$687K Buy
16,800
+305
+2% +$12.6K 0.35% 42
2019
Q2 		$708K Buy
16,495
+165
+1% +$7K 0.38% 41
2019
Q1 		$701K Sell
16,330
-44
-0.3% -$1.85K 0.38% 40
2018
Q4 		$640K Buy
16,374
+1,168
+8% +$46.8K 0.4% 40
2018
Q3 		$652K Buy
15,206
+3,900
+34% +$168K 0.42% 33
2018
Q2 		$489K Buy
11,306
+316
+3% +$14.6K 0.35% 41
2018
Q1 		$530K Buy
10,990
+1,200
+12% +$58.8K 0.4% 36
2017
Q4 		$469K Buy
+9,790
New +$453K 0.36% 34

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Eldridge Investment Advisors's EEM Position: Q1 2025 in Review

Eldridge Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 5,713 shares — an estimated $239K sold.

Eldridge Investment Advisors first reported a position in EEM in Q4 2017 and held it in 29 quarters. The position peaked at $1.18M in Q2 2021. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

  • Eldridge Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Eldridge Investment Advisors sold 5,713 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $239K.
  • Eldridge Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 29 quarters.
  • Eldridge Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.18M in Q2 2021.
  • 1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Eldridge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.