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Optimum Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Optimum Investment 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
Q3 		$499K Buy
9,344
+1,518
+19% +$76.2K 0.2% 95
2025
Q2 		$378K Buy
7,826
+214
+3% +$9.62K 0.16% 114
2025
Q1 		$333K Buy
7,612
+117
+2% +$5.08K 0.16% 126
2024
Q4 		$313K Buy
7,495
+172
+2% +$7.62K 0.14% 137
2024
Q3 		$336K Buy
7,323
+92
+1% +$3.97K 0.15% 138
2024
Q2 		$308K Buy
7,231
+345
+5% +$14.5K 0.14% 146
2024
Q1 		$283K Buy
6,886
+99
+1% +$3.94K 0.13% 156
2023
Q4 		$273K Buy
6,787
+213
+3% +$8.22K 0.14% 155
2023
Q3 		$249K Buy
6,574
+561
+9% +$22.2K 0.13% 162
2023
Q2 		$238K Buy
6,013
+95
+2% +$3.74K 0.12% 166
2023
Q1 		$234K Buy
5,918
+104
+2% +$4.14K 0.12% 161
2022
Q4 		$220K Sell
5,814
-177
-3% -$6.53K 0.12% 177
2022
Q3 		$209K Sell
5,991
-83
-1% -$3.24K 0.11% 181
2022
Q2 		$244K Sell
6,074
-46
-0.8% -$1.93K 0.12% 170
2022
Q1 		$276K Sell
6,120
-501
-8% -$23.6K 0.12% 169
2021
Q4 		$323K Buy
6,621
+28
+0.4% +$1.41K 0.13% 163
2021
Q3 		$332K Sell
6,593
-5,491
-45% -$286K 0.14% 151
2021
Q2 		$666K Sell
12,084
-4,301
-26% -$234K 0.21% 105
2021
Q1 		$874K Sell
16,385
-2,836
-15% -$155K 0.26% 89
2020
Q4 		$993K Buy
19,221
+2,544
+15% +$122K 0.3% 75
2020
Q3 		$735K Sell
16,677
-1,355
-8% -$59.4K 0.25% 91
2020
Q2 		$721K Sell
18,032
-1,915
-10% -$71.7K 0.25% 89
2020
Q1 		$681K Buy
19,947
+5,910
+42% +$242K 0.28% 79
2019
Q4 		$630K Buy
14,037
+2,426
+21% +$104K 0.19% 136
2019
Q3 		$475K Buy
11,611
+738
+7% +$30.5K 0.15% 160
2019
Q2 		$467K Sell
10,873
-2,967
-21% -$126K 0.15% 158
2019
Q1 		$594K Buy
13,840
+550
+4% +$23.1K 0.2% 131
2018
Q4 		$519K Buy
13,290
+1,754
+15% +$70.3K 0.18% 138
2018
Q3 		$495K Sell
11,536
-3,791
-25% -$164K 0.14% 167
2018
Q2 		$664K Buy
15,327
+2,628
+21% +$122K 0.19% 130
2018
Q1 		$613K Sell
12,699
-2,308
-15% -$113K 0.18% 138
2017
Q4 		$707K Buy
15,007
+1,785
+14% +$82.6K 0.22% 130
2017
Q3 		$592K Buy
13,222
+5,873
+80% +$259K 0.2% 143
2017
Q2 		$304K Sell
7,349
-188
-2% -$7.65K 0.11% 214
2017
Q1 		$297K Buy
7,537
+945
+14% +$35.9K 0.11% 220
2016
Q4 		$231K Sell
6,592
-665
-9% -$24K 0.09% 246
2016
Q3 		$272K Buy
7,257
+547
+8% +$20K 0.1% 228
2016
Q2 		$231K Sell
6,710
-260
-4% -$8.73K 0.09% 245
2016
Q1 		$239K Sell
6,970
-404
-5% -$12.5K 0.09% 225
2015
Q4 		$237K Sell
7,374
-1,054
-13% -$36.1K 0.09% 235
2015
Q3 		$276K Buy
+8,428
New +$298K 0.11% 212
2015
Q1 		$967K Buy
24,114
+1,850
+8% +$73.6K 0.31% 90
2014
Q4 		$875K Sell
22,264
-11,109
-33% -$452K 0.28% 96
2014
Q3 		$1.39M Buy
33,373
+3,608
+12% +$160K 0.46% 52
2014
Q2 		$1.29M Buy
29,765
+1,631
+6% +$69.2K 0.42% 58
2014
Q1 		$1.15M Sell
28,134
-2,985
-10% -$117K 0.43% 58
2013
Q4 		$1.3M Sell
31,119
-758
-2% -$31.7K 0.49% 54
2013
Q3 		$1.3M Buy
+31,877
New +$1.26M 0.53% 49

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

Optimum Investment Advisors's EEM Position: Q3 2025 in Review

Optimum Investment Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 19% in Q3 2025, buying an estimated $76.2K and bringing the position to 9,344 shares worth $499K. The position accounts for 0.2% of the portfolio, ranked #95.

Optimum Investment Advisors first reported a position in EEM in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.39M in Q3 2014. 1,414 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

  • Optimum Investment Advisors held 9,344 shares of iShares MSCI Emerging Markets ETF worth $499K as of Q3 2025.
  • Optimum Investment Advisors bought 1,518 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $76.2K.
  • iShares MSCI Emerging Markets ETF made up 0.2% of Optimum Investment Advisors's portfolio in Q3 2025, its #95 holding.
  • Optimum Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.39M in Q3 2014.
  • 1,414 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.