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EnRich Financial Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

EnRich Financial Partners’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
-139
Closed -$5.81K – 99
2024
Q4 		$5.81K Hold
139
– – ﹤0.01% 193
2024
Q3 		$6.38K Hold
139
– – ﹤0.01% 193
2024
Q2 		$5.92K Hold
139
– – ﹤0.01% 198
2024
Q1 		$5.71K Buy
+139
New +$5.53K ﹤0.01% 177

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

EnRich Financial Partners's EEM Position: Q1 2025 in Review

EnRich Financial Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 139 shares — an estimated $5.81K sold.

EnRich Financial Partners first reported a position in EEM in Q1 2024 and held it in 4 quarters. The position peaked at $6.38K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

  • EnRich Financial Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 139 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $5.81K.
  • EnRich Financial Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's iShares MSCI Emerging Markets ETF position peaked at $6.38K in Q3 2024.
  • 1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.