Guidance Point Advisors’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Guidance Point Advisors’s Portfolio EEMA Stock Details EEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$218K	Buy	2,274 +20	+0.9%	+$2K	0.05%	92
2025 Q4	$212K	Buy	2,254 +70	+3%	+$6.55K	0.05%	91
2025 Q3	$201K	Buy	+2,184	New	+$189K	0.05%	97
2022 Q1	–	Sell	-2,506	Closed	-$205K	–	93
2021 Q4	$205K	Sell	2,506 -3,539	-59%	-$299K	0.07%	87
2021 Q3	$510K	Sell	6,045 -2,581	-30%	-$225K	0.19%	54
2021 Q2	$797K	Buy	8,626 +5	+0.1%	+$457	0.31%	43
2021 Q1	$782K	Buy	+8,621	New	+$807K	0.32%	40

Other funds holding EEMA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Bank Julius Baer & Co

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return