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Financial Advocates Investment Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Financial Advocates Investment 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
Q3 		$746K Sell
13,966
-4,945
-26% -$248K 0.42% 63
2025
Q2 		$912K Sell
18,911
-56
-0.3% -$2.52K 0.07% 243
2025
Q1 		$829K Sell
18,967
-3,123
-14% -$136K 0.06% 322
2024
Q4 		$924K Buy
22,090
+12,854
+139% +$570K 0.05% 317
2024
Q3 		$589K Sell
9,236
-14,436
-61% -$622K 0.03% 414
2024
Q2 		$1.01M Buy
23,672
+15,666
+196% +$657K 0.06% 291
2024
Q1 		$316K Sell
8,006
-4,314
-35% -$172K 0.02% 572
2023
Q4 		$803K Sell
12,320
-43,521
-78% -$1.68M 0.05% 332
2023
Q3 		$1.74M Buy
55,841
+20,222
+57% +$801K 0.13% 182
2023
Q2 		$1.41M Buy
35,619
+15,052
+73% +$592K 0.1% 211
2023
Q1 		$1.49M Sell
20,567
-16,761
-45% -$666K 0.11% 217
2022
Q4 		$1.41M Sell
37,328
-3,593
-9% -$133K 0.11% 218
2022
Q3 		$1.43M Sell
40,921
-4,330
-10% -$169K 0.12% 194
2022
Q2 		$1.81M Sell
45,251
-5,626
-11% -$236K 0.15% 169
2022
Q1 		$2.3M Sell
50,877
-15,755
-24% -$744K 0.15% 164
2021
Q4 		$3.25M Buy
66,632
+325
+0.5% +$16.4K 0.21% 117
2021
Q3 		$3.34M Buy
66,307
+10,075
+18% +$524K 0.23% 114
2021
Q2 		$3.1M Buy
56,232
+21,605
+62% +$1.17M 0.21% 123
2021
Q1 		$1.85M Sell
34,627
-4,328
-11% -$237K 0.13% 188
2020
Q4 		$2.47M Sell
38,955
-20,726
-35% -$997K 0.17% 138
2020
Q3 		$2.63M Buy
59,681
+51,789
+656% +$2.27M 0.22% 90
2020
Q2 		$315K Sell
7,892
-27,689
-78% -$1.04M 0.03% 455
2020
Q1 		$1.21M Sell
35,581
-93,747
-72% -$3.85M 0.17% 156
2019
Q4 		$5.81M Buy
129,328
+52,683
+69% +$2.26M 0.62% 30
2019
Q3 		$3.13M Sell
76,645
-31,938
-29% -$1.32M 0.36% 71
2019
Q2 		$4.68M Sell
108,583
-10,912
-9% -$463K 0.54% 41
2019
Q1 		$5.13M Buy
119,495
+73,450
+160% +$3.09M 0.64% 35
2018
Q4 		$1.8M Sell
46,045
-18,786
-29% -$753K 0.25% 109
2018
Q3 		$2.78M Sell
64,831
-37,632
-37% -$1.62M 0.31% 83
2018
Q2 		$4.42M Sell
102,463
-51,822
-34% -$2.4M 0.53% 45
2018
Q1 		$7.45M Sell
154,285
-12,830
-8% -$629K 0.97% 23
2017
Q4 		$7.87M Buy
+167,115
New +$7.73M 1.07% 21

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 $6.73T AUM 46.02% 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 $33.2B AUM 38.15% 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

Financial Advocates Investment Management's EEM Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 26% in Q3 2025, selling an estimated $248K and leaving 13,966 shares worth $746K. The position accounts for 0.42% of the portfolio, ranked #63.

Financial Advocates Investment Management first reported a position in EEM in Q4 2017 and has held it in 32 quarters since. The position peaked at $7.87M in Q4 2017. 1,415 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

  • Financial Advocates Investment Management held 13,966 shares of iShares MSCI Emerging Markets ETF worth $746K as of Q3 2025.
  • Financial Advocates Investment Management sold 4,945 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $248K.
  • iShares MSCI Emerging Markets ETF made up 0.42% of Financial Advocates Investment Management's portfolio in Q3 2025, its #63 holding.
  • Financial Advocates Investment Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares MSCI Emerging Markets ETF position peaked at $7.87M in Q4 2017.
  • 1,415 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.