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Phillips Financial Management’s iShares MSCI UAE ETF UAE Stock Holding History

Phillips Financial Management’s Portfolio UAE Stock Details UAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-247
Closed -$4.62K – 311
2025
Q2 		$4.62K Buy
+247
New +$4.39K ﹤0.01% 266

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SMDAM
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NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SEI Investments
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RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Financial Management's UAE Position: Q3 2025 in Review

Phillips Financial Management sold out of iShares MSCI UAE ETF (UAE) in Q3 2025, closing a stake of 247 shares — an estimated $4.62K sold.

Phillips Financial Management first reported a position in UAE in Q2 2025 and held it in 1 quarter. The position peaked at $4.62K in Q2 2025. 56 funds tracked by Wall St. Rank hold UAE as of Q3 2025.

  • Phillips Financial Management reported no remaining iShares MSCI UAE ETF position as of Q3 2025 after selling out during the quarter.
  • Phillips Financial Management sold 247 iShares MSCI UAE ETF shares in Q3 2025, an estimated $4.62K.
  • Phillips Financial Management first reported a position in iShares MSCI UAE ETF in Q2 2025 and held it in 1 quarter.
  • Phillips Financial Management's iShares MSCI UAE ETF position peaked at $4.62K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held iShares MSCI UAE ETF as of Q3 2025.

Based on Phillips Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.