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

LGT 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 Q4	–	Sell	-467	Closed	-$24.9K	–	281
2025 Q3	$24.9K	Sell	467 -1	-0.2%	-$50	0.05%	167
2025 Q2	$22.6K	Sell	468 -111	-19%	-$4.99K	0.06%	152
2025 Q1	$25.3K	Buy	579 +196	+51%	+$8.51K	0.08%	136
2024 Q4	$16K	Buy	+383	New	+$17K	0.04%	356
2024 Q3	–	Sell	-8,876	Closed	-$378K	–	721
2024 Q2	$378K	Buy	8,876 +61	+0.7%	+$2.56K	0.8%	27
2024 Q1	$362K	Hold	8,815	–	–	0.42%	49
2023 Q4	$354K	Buy	8,815 +164	+2%	+$6.33K	0.43%	48
2023 Q3	$328K	Hold	8,651	–	–	0.42%	53
2023 Q2	$342K	Buy	+8,651	New	+$340K	0.36%	79
2023 Q1	–	Sell	-8,584	Closed	-$325K	–	111
2022 Q4	$325K	Buy	+8,584	New	+$317K	0.38%	56

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LGT Financial Advisors's EEM Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2025, closing a stake of 467 shares — an estimated $24.9K sold.

LGT Financial Advisors first reported a position in EEM in Q4 2022 and held it in 10 quarters. The position peaked at $378K in Q2 2024. 1,520 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

LGT Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 467 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $24.9K.
LGT Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 10 quarters.
LGT Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $378K in Q2 2024.
1,520 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.