Retirement Financial Solutions’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Retirement Financial Solutions’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 Q3	–	Sell	-302,995	Closed	-$14.6M	–	46
2025 Q2	$14.6M	Sell	302,995 -20,047	-6%	-$901K	5.15%	7
2025 Q1	$14.1M	Buy	323,042 +20,591	+7%	+$894K	5.5%	7
2024 Q4	$12.6M	Buy	302,451 +44,560	+17%	+$1.97M	6.82%	7
2024 Q3	$11.8M	Buy	257,891 +4,458	+2%	+$192K	5.18%	9
2024 Q2	$10.8M	Buy	253,433 +28,809	+13%	+$1.21M	5.08%	9
2024 Q1	$9.23M	Buy	224,624 +24,119	+12%	+$960K	4.74%	9
2023 Q4	$8.06M	Buy	200,505 +65,249	+48%	+$2.52M	4.57%	9
2023 Q3	$5.13M	Sell	135,256 -13,830	-9%	-$548K	3.46%	11
2023 Q2	$5.9M	Buy	149,086 +20,408	+16%	+$803K	4.05%	12
2023 Q1	$5.08M	Buy	+128,678	New	+$5.12M	4.04%	12

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Retirement Financial Solutions's EEM Position: Q3 2025 in Review

Retirement Financial Solutions sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2025, closing a stake of 302,995 shares — an estimated $14.6M sold.

Retirement Financial Solutions first reported a position in EEM in Q1 2023 and held it in 10 quarters. The position peaked at $14.6M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

Retirement Financial Solutions reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
Retirement Financial Solutions sold 302,995 iShares MSCI Emerging Markets ETF shares in Q3 2025, an estimated $14.6M.
Retirement Financial Solutions first reported a position in iShares MSCI Emerging Markets ETF in Q1 2023 and held it in 10 quarters.
Retirement Financial Solutions's iShares MSCI Emerging Markets ETF position peaked at $14.6M in Q2 2025.
1,414 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on Retirement Financial Solutions's 13F filing for Q3 2025, filed 22 Oct 2025.