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Legend Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Legend Financial Advisors’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
-92
Closed -$3.85K – 97
2024
Q4 		$3.85K Buy
+92
New +$4.08K ﹤0.01% 172
2024
Q3 		– Sell
-92
Closed -$3.92K – 198
2024
Q2 		$3.92K Buy
+92
New +$3.86K ﹤0.01% 200

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

Legend Financial Advisors's EEM Position: Q1 2025 in Review

Legend Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 92 shares — an estimated $3.85K sold.

Legend Financial Advisors first reported a position in EEM in Q2 2024 and held it in 2 quarters. The position peaked at $3.92K in Q2 2024. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

  • Legend Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 92 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $3.85K.
  • Legend Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $3.92K in Q2 2024.
  • 1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.