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

McClarren 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 Q2	–	Sell	-251	Closed	-$13K	–	146
2025 Q1	$13K	Buy	+251	New	+$10.9K	0.01%	203
2024 Q4	–	Sell	-45	Closed	-$4	–	234
2024 Q3	$4	Sell	45 -40	-47%	-$1.73K	﹤0.01%	207
2024 Q2	$12K	Sell	85 -218	-72%	-$9.14K	0.01%	238
2024 Q1	$13K	Hold	303	–	–	0.01%	231
2023 Q4	$12K	Buy	303 +105	+53%	+$4.05K	0.01%	260
2023 Q3	$7K	Hold	198	–	–	0.01%	267
2023 Q2	$7K	Buy	198 +1	+0.5%	+$39	0.01%	267
2023 Q1	$7K	Hold	197	–	–	0.01%	255
2022 Q4	$7K	Buy	197 +3	+2%	+$111	0.01%	262
2022 Q3	$6K	Buy	+194	New	+$7.57K	0.01%	248
2022 Q2	–	Sell	-192	Closed	-$8K	–	92
2022 Q1	$8K	Sell	192 -1	-0.5%	-$47	0.01%	216
2021 Q4	$10K	Buy	193 +4	+2%	+$201	0.01%	237
2021 Q3	$9K	Hold	189	–	–	0.01%	218
2021 Q2	$10K	Sell	189 -2,078	-92%	-$113K	0.01%	224
2021 Q1	$121K	Buy	2,267 +1	+0%	+$55	0.11%	71
2020 Q4	$117K	Buy	+2,266	New	+$109K	0.11%	70

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

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

McClarren Financial Advisors's EEM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2025, closing a stake of 251 shares — an estimated $13K sold.

McClarren Financial Advisors first reported a position in EEM in Q4 2020 and held it in 16 quarters. The position peaked at $121K in Q1 2021. 1,355 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

McClarren Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 251 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $13K.
McClarren Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 16 quarters.
McClarren Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $121K in Q1 2021.
1,355 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.