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Phil A. Younker & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Phil A. Younker & Associates’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
-16,696
Closed -$892K – 37
2025
Q3 		$892K Hold
16,696
– – 0.68% 19
2025
Q2 		$805K Hold
16,696
– – 0.79% 20
2025
Q1 		$730K Buy
16,696
+1,000
+6% +$43.4K 0.72% 20
2024
Q4 		$656K Buy
+15,696
New +$695K 0.66% 19

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

Phil A. Younker & Associates's EEM Position: Q4 2025 in Review

Phil A. Younker & Associates sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2025, closing a stake of 16,696 shares — an estimated $892K sold.

Phil A. Younker & Associates first reported a position in EEM in Q4 2024 and held it in 4 quarters. The position peaked at $892K in Q3 2025. 1,523 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

  • Phil A. Younker & Associates reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Phil A. Younker & Associates sold 16,696 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $892K.
  • Phil A. Younker & Associates first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and held it in 4 quarters.
  • Phil A. Younker & Associates's iShares MSCI Emerging Markets ETF position peaked at $892K in Q3 2025.
  • 1,523 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on Phil A. Younker & Associates's 13F filing for Q4 2025, filed 27 Jan 2026.