Pacific Capital Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-561	Closed	-$23.5K	–	169
2024 Q4	$23.5K	Hold	561	–	–	﹤0.01%	208
2024 Q3	$25.7K	Hold	561	–	–	﹤0.01%	209
2024 Q2	$23.9K	Hold	561	–	–	﹤0.01%	211
2024 Q1	$23K	Hold	561	–	–	0.01%	179
2023 Q4	$22.6K	Buy	+561	New	+$21.7K	0.01%	187
2021 Q3	–	Sell	-5,043	Closed	-$278K	–	83
2021 Q2	$278K	Hold	5,043	–	–	0.14%	66
2021 Q1	$269K	Hold	5,043	–	–	0.15%	57
2020 Q4	$261K	Buy	5,043 +294	+6%	+$14.1K	0.15%	58
2020 Q3	$209K	Buy	+4,749	New	+$208K	0.12%	63
2020 Q1	–	Sell	-6,011	Closed	-$270K	–	54
2019 Q4	$270K	Buy	+6,011	New	+$258K	0.18%	52

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

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

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

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

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

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

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

Pacific Capital Wealth Advisors's EEM Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 561 shares — an estimated $23.5K sold.

Pacific Capital Wealth Advisors first reported a position in EEM in Q4 2019 and held it in 10 quarters. The position peaked at $278K in Q2 2021. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 561 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $23.5K.
Pacific Capital Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 10 quarters.
Pacific Capital Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $278K in Q2 2021.
1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.