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Richardson Financial Services’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Richardson Financial Services’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Hold
1,117
– – 0.07% 220
2025
Q4 		$105K Hold
1,117
– – 0.03% 222
2025
Q3 		$102K Hold
1,117
– – 0.06% 210
2025
Q2 		$92.4K Hold
1,117
– – 0.06% 208
2025
Q1 		$82.7K Sell
1,117
-810
-42% -$59.8K 0.06% 198
2024
Q4 		$139K Hold
1,927
– – 0.1% 170
2024
Q3 		$140K Hold
1,927
– – 0.09% 179
2024
Q2 		$140K Sell
1,927
-9
-0.5% -$634 0.1% 168
2024
Q1 		$132K Buy
+1,936
New +$127K 0.09% 176

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Envestnet Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return