PGF
EEM icon

Plan Group Financial’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Plan Group Financial’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
-20,065
Closed -$1.07M – 206
2025
Q3 		$1.07M Buy
+20,065
New +$1.01M 0.29% 88

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Plan Group Financial's EEM Position: Q4 2025 in Review

Plan Group Financial sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2025, closing a stake of 20,065 shares — an estimated $1.07M sold.

Plan Group Financial first reported a position in EEM in Q3 2025 and held it in 1 quarter. The position peaked at $1.07M in Q3 2025. 1,519 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

  • Plan Group Financial reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Plan Group Financial sold 20,065 iShares MSCI Emerging Markets ETF shares in Q4 2025, an estimated $1.07M.
  • Plan Group Financial first reported a position in iShares MSCI Emerging Markets ETF in Q3 2025 and held it in 1 quarter.
  • Plan Group Financial's iShares MSCI Emerging Markets ETF position peaked at $1.07M in Q3 2025.
  • 1,519 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.