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PBMares Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

PBMares Wealth Management’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 		$258K Sell
4,838
-300
-6% -$15.1K 0.04% 170
2025
Q2 		$248K Hold
5,138
– – 0.05% 164
2025
Q1 		$225K Sell
5,138
-939
-15% -$40.8K 0.04% 178
2024
Q4 		$254K Hold
6,077
– – 0.05% 169
2024
Q3 		$279K Hold
6,077
– – 0.06% 153
2024
Q2 		$259K Sell
6,077
-15
-0.2% -$629 0.06% 153
2024
Q1 		$250K Buy
6,092
+15
+0.2% +$597 0.07% 158
2023
Q4 		$244K Hold
6,077
– – 0.07% 152
2023
Q3 		$231K Hold
6,077
– – 0.08% 148
2023
Q2 		$240K Hold
6,077
– – 0.09% 151
2023
Q1 		$240K Hold
6,077
– – 0.09% 153
2022
Q4 		$230K Sell
6,077
-54
-0.9% -$1.99K 0.09% 146
2022
Q3 		$214K Sell
6,131
-65
-1% -$2.54K 0.09% 147
2022
Q2 		$248K Sell
6,196
-107
-2% -$4.49K 0.11% 134
2022
Q1 		$285K Sell
6,303
-316
-5% -$14.9K 0.18% 123
2021
Q4 		$323K Buy
6,619
+225
+4% +$11.3K 0.14% 120
2021
Q3 		$322K Sell
6,394
-102
-2% -$5.31K 0.15% 114
2021
Q2 		$358K Sell
6,496
-111
-2% -$6.03K 0.2% 106
2021
Q1 		$352K Sell
6,607
-555
-8% -$30.4K 0.29% 96
2020
Q4 		$370K Hold
7,162
– – 0.43% 80
2020
Q3 		$316K Sell
7,162
-50
-0.7% -$2.19K 0.46% 72
2020
Q2 		$288K Buy
7,212
+939
+15% +$35.1K 0.43% 78
2020
Q1 		$214K Hold
6,273
– – 0.34% 99
2019
Q4 		$281K Buy
+6,273
New +$269K 0.33% 89

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 $30B AUM 26.86% 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

PBMares Wealth Management's EEM Position: Q3 2025 in Review

PBMares Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5.8% in Q3 2025, selling an estimated $15.1K and leaving 4,838 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #170.

PBMares Wealth Management first reported a position in EEM in Q4 2019 and has held it in 24 quarters since. The position peaked at $370K in Q4 2020. 1,412 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

  • PBMares Wealth Management held 4,838 shares of iShares MSCI Emerging Markets ETF worth $258K as of Q3 2025.
  • PBMares Wealth Management sold 300 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $15.1K.
  • iShares MSCI Emerging Markets ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #170 holding.
  • PBMares Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $370K in Q4 2020.
  • 1,412 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.