MS
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Marshall & Sullivan’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Marshall & Sullivan’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 		$5.74M Buy
107,516
+987
+0.9% +$49.6K 2.66% 17
2025
Q2 		$5.14M Buy
106,529
+3,652
+4% +$164K 2.47% 20
2025
Q1 		$4.5M Buy
102,877
+408
+0.4% +$17.7K 2.28% 24
2024
Q4 		$4.29M Buy
102,469
+2,921
+3% +$129K 2.09% 28
2024
Q3 		$4.57M Buy
99,548
+62
+0.1% +$2.67K 2.19% 26
2024
Q2 		$4.24M Buy
99,486
+1,588
+2% +$66.6K 2.12% 27
2024
Q1 		$4.02M Buy
97,898
+2,268
+2% +$90.2K 1.99% 27
2023
Q4 		$3.85M Buy
95,630
+3,550
+4% +$137K 2.03% 26
2023
Q3 		$3.49M Buy
92,080
+2,817
+3% +$112K 2.04% 26
2023
Q2 		$3.53M Buy
89,263
+3,324
+4% +$131K 1.97% 27
2023
Q1 		$3.39M Buy
85,939
+3,895
+5% +$155K 2.05% 26
2022
Q4 		$3.11M Buy
82,044
+2,894
+4% +$107K 1.95% 24
2022
Q3 		$2.76M Buy
79,150
+2,140
+3% +$83.5K 1.91% 24
2022
Q2 		$3.09M Buy
77,010
+457
+0.6% +$19.2K 1.88% 26
2022
Q1 		$3.46M Buy
76,553
+203
+0.3% +$9.58K 1.93% 26
2021
Q4 		$3.73M Buy
76,350
+3,484
+5% +$175K 1.8% 26
2021
Q3 		$3.67M Buy
72,866
+3,917
+6% +$204K 1.91% 27
2021
Q2 		$3.8M Buy
68,949
+1,695
+3% +$92.1K 2.11% 24
2021
Q1 		$3.59M Buy
67,254
+63,898
+1,904% +$3.5M 2.16% 24
2020
Q4 		$64.9K Sell
3,356
-60,402
-95% -$2.9M 6.43% 3
2020
Q3 		$2.81M Buy
63,758
+3,211
+5% +$141K 1.9% 25
2020
Q2 		$2.42M Buy
60,547
+351
+0.6% +$13.1K 1.77% 26
2020
Q1 		$2.05M Buy
60,196
+843
+1% +$34.6K 1.82% 26
2019
Q4 		$2.66M Buy
59,353
+2,483
+4% +$107K 1.82% 26
2019
Q3 		$2.32M Buy
56,870
+73
+0.1% +$3.01K 1.71% 27
2019
Q2 		$2.44M Buy
56,797
+8,801
+18% +$374K 1.72% 28
2019
Q1 		$2.06M Buy
47,996
+17,481
+57% +$736K 1.51% 27
2018
Q4 		$1.19M Buy
30,515
+4,245
+16% +$170K 1.04% 32
2018
Q3 		$1.13M Buy
26,270
+15,485
+144% +$668K 0.82% 32
2018
Q2 		$467K Buy
10,785
+5,271
+96% +$244K 0.43% 37
2018
Q1 		$266K Buy
+5,514
New +$270K 0.22% 41

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
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

Marshall & Sullivan's EEM Position: Q3 2025 in Review

Marshall & Sullivan increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.93% in Q3 2025, buying an estimated $49.6K and bringing the position to 107,516 shares worth $5.74M. The position accounts for 2.66% of the portfolio, ranked #17.

Marshall & Sullivan first reported a position in EEM in Q1 2018 and has held it in 31 quarters since. 1,414 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

  • Marshall & Sullivan held 107,516 shares of iShares MSCI Emerging Markets ETF worth $5.74M as of Q3 2025.
  • Marshall & Sullivan bought 987 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $49.6K.
  • iShares MSCI Emerging Markets ETF made up 2.66% of Marshall & Sullivan's portfolio in Q3 2025, its #17 holding.
  • Marshall & Sullivan first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and has held it in 31 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.