PPWM
EEM icon

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

Perissos Private 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
Q4 		– Sell
-20,385
Closed -$1.09M – 74
2025
Q3 		$1.09M Buy
+20,385
New +$1.02M 0.79% 36

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Perissos Private Wealth Management's EEM Position: Q4 2025 in Review

Perissos Private Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2025, closing a stake of 20,385 shares — an estimated $1.09M sold.

Perissos Private Wealth Management first reported a position in EEM in Q3 2025 and held it in 1 quarter. The position peaked at $1.09M in Q3 2025. 1,523 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

  • Perissos Private Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 20,385 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $1.09M.
  • Perissos Private Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2025 and held it in 1 quarter.
  • Perissos Private Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.09M in Q3 2025.
  • 1,523 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on Perissos Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.