Pinion Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Pinion Investment 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	-28,350	Closed	-$1.19M	–	155
2024 Q4	$1.19M	Sell	28,350 -165	-0.6%	-$7.31K	0.47%	34
2024 Q3	$1.31M	Buy	28,515 +3,419	+14%	+$147K	0.55%	31
2024 Q2	$1.07M	Buy	25,096 +3,597	+17%	+$151K	0.53%	33
2024 Q1	$883K	Buy	21,499 +910	+4%	+$36.2K	0.46%	43
2023 Q4	$828K	Buy	20,589 +2,518	+14%	+$97.2K	0.5%	39
2023 Q3	$686K	Buy	18,071 +7,702	+74%	+$305K	0.45%	47
2023 Q2	$410K	Buy	+10,369	New	+$408K	0.28%	95
2019 Q2	–	Sell	-6,950	Closed	-$298K	–	115
2019 Q1	$298K	Sell	6,950 -596	-8%	-$25.1K	0.52%	95
2018 Q4	$295K	Buy	7,546 +40	+0.5%	+$1.6K	0.62%	87
2018 Q3	$322K	Buy	+7,506	New	+$324K	0.62%	82

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

Pinion Investment Advisors's EEM Position: Q1 2025 in Review

Pinion Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 28,350 shares — an estimated $1.19M sold.

Pinion Investment Advisors first reported a position in EEM in Q3 2018 and held it in 10 quarters. The position peaked at $1.31M in Q3 2024. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

Pinion Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Pinion Investment Advisors sold 28,350 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $1.19M.
Pinion Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2018 and held it in 10 quarters.
Pinion Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.31M in Q3 2024.
1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Pinion Investment Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.