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Oldfather Financial Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Oldfather Financial Services’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 		$5.31M Sell
97,037
-1,708
-2% -$92.9K 1.58% 17
2025
Q3 		$5.27M Buy
98,745
+9,172
+10% +$461K 1.64% 16
2025
Q2 		$4.32M Buy
89,573
+4,127
+5% +$186K 1.49% 17
2025
Q1 		$3.73M Buy
85,446
+3,536
+4% +$154K 1.42% 17
2024
Q4 		$3.43M Buy
81,910
+1,474
+2% +$65.3K 1.31% 17
2024
Q3 		$3.69M Sell
80,436
-3,745
-4% -$161K 1.42% 16
2024
Q2 		$3.59M Buy
84,181
+1,298
+2% +$54.4K 1.47% 16
2024
Q1 		$3.4M Buy
82,883
+3,744
+5% +$149K 1.4% 17
2023
Q4 		$3.18M Buy
79,139
+5,219
+7% +$202K 1.42% 17
2023
Q3 		$2.81M Buy
73,920
+2,655
+4% +$105K 1.42% 17
2023
Q2 		$2.82M Buy
71,265
+4,189
+6% +$165K 1.38% 17
2023
Q1 		$2.65M Buy
67,076
+2,796
+4% +$111K 1.37% 17
2022
Q4 		$2.44M Sell
64,280
-1,564
-2% -$57.7K 1.39% 16
2022
Q3 		$2.3M Buy
65,844
+5,725
+10% +$223K 1.44% 17
2022
Q2 		$2.4M Buy
60,119
+3,775
+7% +$158K 1.37% 17
2022
Q1 		$2.38M Sell
56,344
-782
-1% -$36.9K 1.29% 18
2021
Q4 		$2.84M Buy
57,126
+6,935
+14% +$349K 1.49% 18
2021
Q3 		$2.61M Buy
50,191
+1,261
+3% +$65.6K 1.34% 17
2021
Q2 		$2.55M Buy
48,930
+1,611
+3% +$87.5K 1.4% 18
2021
Q1 		$2.56M Buy
47,319
+751
+2% +$41.1K 1.47% 16
2020
Q4 		$2.62M Buy
46,568
+1,806
+4% +$86.8K 1.55% 16
2020
Q3 		$2.05M Buy
44,762
+2,357
+6% +$103K 1.46% 16
2020
Q2 		$1.85M Buy
42,405
+1,744
+4% +$65.3K 1.43% 16
2020
Q1 		$1.48M Buy
40,661
+2,725
+7% +$112K 1.41% 15
2019
Q4 		$1.66M Buy
+37,936
New +$1.63M 1.54% 16

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Oldfather Financial Services's EEM Position: Q4 2025 in Review

Oldfather Financial Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.7% in Q4 2025, selling an estimated $92.9K and leaving 97,037 shares worth $5.31M. The position accounts for 1.58% of the portfolio, ranked #17.

Oldfather Financial Services first reported a position in EEM in Q4 2019 and has held it in 25 quarters since. 1,519 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

  • Oldfather Financial Services held 97,037 shares of iShares MSCI Emerging Markets ETF worth $5.31M as of Q4 2025.
  • Oldfather Financial Services sold 1,708 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $92.9K.
  • iShares MSCI Emerging Markets ETF made up 1.58% of Oldfather Financial Services's portfolio in Q4 2025, its #17 holding.
  • Oldfather Financial Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,519 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.