EE
EEM icon

EWG Elevate’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

EWG Elevate’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 		$6.17M Sell
115,508
-1,800
-2% -$90.4K 1.93% 15
2025
Q2 		$5.66M Buy
117,308
+37,261
+47% +$1.68M 1.74% 16
2025
Q1 		$3.5M Buy
80,047
+1,478
+2% +$64.2K 1.31% 22
2024
Q4 		$3.29M Buy
78,569
+3,019
+4% +$134K 1% 27
2024
Q3 		$3.46M Buy
75,550
+1,062
+1% +$45.8K 1.39% 20
2024
Q2 		$3.17M Buy
74,488
+165
+0.2% +$6.92K 1.16% 28
2024
Q1 		$3.05M Buy
74,323
+3,773
+5% +$150K 1.16% 29
2023
Q4 		$2.84M Sell
70,550
-29,374
-29% -$1.13M 1.18% 28
2023
Q3 		$3.79M Sell
99,924
-71,362
-42% -$2.83M 1.71% 22
2023
Q2 		$6.78M Buy
171,286
+53,058
+45% +$2.09M 2.8% 11
2023
Q1 		$4.67M Buy
118,228
+108,015
+1,058% +$4.3M 1.99% 18
2022
Q4 		$387K Buy
10,213
+412
+4% +$15.2K 0.19% 53
2022
Q3 		$342K Hold
9,801
– – 0.19% 54
2022
Q2 		$393K Hold
9,801
– – 0.19% 53
2022
Q1 		$443K Buy
+9,801
New +$463K 0.17% 58
2021
Q2 		– Sell
-4,219
Closed -$225K – 86
2021
Q1 		$225K Sell
4,219
-22,741
-84% -$1.25M 0.1% 66
2020
Q4 		$1.39M Buy
26,960
+22,189
+465% +$1.07M 0.64% 38
2020
Q3 		$210K Sell
4,771
-94,582
-95% -$4.15M 0.12% 60
2020
Q2 		$3.97M Buy
99,353
+2,255
+2% +$84.4K 2.68% 17
2020
Q1 		$3.31M Buy
+97,098
New +$3.98M 2.51% 18

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
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

EWG Elevate's EEM Position: Q3 2025 in Review

EWG Elevate reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.5% in Q3 2025, selling an estimated $90.4K and leaving 115,508 shares worth $6.17M. The position accounts for 1.93% of the portfolio, ranked #15.

EWG Elevate first reported a position in EEM in Q1 2020 and has held it in 20 quarters since. The position peaked at $6.78M in Q2 2023. 1,412 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

  • EWG Elevate held 115,508 shares of iShares MSCI Emerging Markets ETF worth $6.17M as of Q3 2025.
  • EWG Elevate sold 1,800 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $90.4K.
  • iShares MSCI Emerging Markets ETF made up 1.93% of EWG Elevate's portfolio in Q3 2025, its #15 holding.
  • EWG Elevate first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 20 quarters since.
  • EWG Elevate's iShares MSCI Emerging Markets ETF position peaked at $6.78M in Q2 2023.
  • 1,412 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.