OIA
EMF

Optimum Investment Advisors’s Templeton Emerging Markets Fund EMF Stock Holding History

Optimum Investment Advisors’s Portfolio EMF Stock Details EMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18.4K Hold
1,100
– – 0.01% 450
2025
Q2 		$16K Hold
1,100
– – 0.01% 465
2025
Q1 		$14.1K Hold
1,100
– – 0.01% 481
2024
Q4 		$13.1K Hold
1,100
– – 0.01% 478
2024
Q3 		$14.9K Sell
1,100
-776
-41% -$9.84K 0.01% 487
2024
Q2 		$23.2K Hold
1,876
– – 0.01% 432
2024
Q1 		$22.4K Hold
1,876
– – 0.01% 447
2023
Q4 		$21.9K Buy
1,876
+45
+2% +$513 0.01% 435
2023
Q3 		$20.7K Hold
1,831
– – 0.01% 461
2023
Q2 		$21.7K Hold
1,831
– – 0.01% 465
2023
Q1 		$21.4K Hold
1,831
– – 0.01% 468
2022
Q4 		$20.9K Buy
1,831
+66
+4% +$740 0.01% 482
2022
Q3 		$18K Hold
1,765
– – 0.01% 510
2022
Q2 		$21K Hold
1,765
– – 0.01% 509
2022
Q1 		$24K Sell
1,765
-150
-8% -$2.24K 0.01% 544
2021
Q4 		$31K Buy
1,915
+43
+2% +$733 0.01% 543
2021
Q3 		$32K Hold
1,872
– – 0.01% 530
2021
Q2 		$37K Sell
1,872
-200
-10% -$3.92K 0.01% 567
2021
Q1 		$40K Buy
2,072
+400
+24% +$7.88K 0.01% 545
2020
Q4 		$31K Sell
1,672
-178
-10% -$3.01K 0.01% 553
2020
Q3 		$28K Sell
1,850
-400
-18% -$6.06K 0.01% 542
2020
Q2 		$31K Hold
2,250
– – 0.01% 526
2020
Q1 		$25K Sell
2,250
-5,900
-72% -$83.8K 0.01% 529
2019
Q4 		$127K Buy
8,150
+800
+11% +$12.2K 0.04% 353
2019
Q3 		$108K Hold
7,350
– – 0.03% 367
2019
Q2 		$111K Sell
7,350
-1,400
-16% -$20.8K 0.04% 356
2019
Q1 		$130K Buy
+8,750
New +$127K 0.04% 336
2014
Q2 		– Sell
-1,600
Closed -$27K – 922
2014
Q1 		$27K Hold
1,600
– – 0.01% 465
2013
Q4 		$28K Hold
1,600
– – 0.01% 463
2013
Q3 		$30K Buy
+1,600
New +$29.1K 0.01% 439

Other funds holding EMF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Optimum Investment Advisors held its Templeton Emerging Markets Fund (EMF) position steady in Q3 2025 at 1,100 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #450.

Optimum Investment Advisors first reported a position in EMF in Q3 2013 and has held it in 30 quarters since. The position peaked at $130K in Q1 2019. 61 funds tracked by Wall St. Rank hold EMF as of Q3 2025.

  • Optimum Investment Advisors held 1,100 shares of Templeton Emerging Markets Fund worth $18.4K as of Q3 2025.
  • Optimum Investment Advisors left its Templeton Emerging Markets Fund share count unchanged in Q3 2025.
  • Templeton Emerging Markets Fund made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #450 holding.
  • Optimum Investment Advisors first reported a position in Templeton Emerging Markets Fund in Q3 2013 and has held it in 30 quarters since.
  • Optimum Investment Advisors's Templeton Emerging Markets Fund position peaked at $130K in Q1 2019.
  • 61 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q3 2025.

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