FAIM
EEM icon

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 		– Sell
-1,500
Closed -$72.4K – 210
2025
Q2 		$72.4K Buy
+1,500
New +$67.5K 0.01% 611

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 $1.81T AUM 41.13% 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.