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Sage Advisory Services’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Sage Advisory 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
Q2 		– Sell
-29,599
Closed -$2.83M – 47
2026
Q1 		$2.83M Sell
29,599
-1,005
-3% -$101K 1.55% 19
2025
Q4 		$2.88M Sell
30,604
-1,436
-4% -$134K 1.57% 20
2025
Q3 		$2.94M Sell
32,040
-680
-2% -$58.7K 1.54% 22
2025
Q2 		$2.7M Sell
32,720
-2,009
-6% -$153K 1.47% 20
2025
Q1 		$2.57M Buy
34,729
+2,943
+9% +$217K 1.51% 19
2024
Q4 		$2.28M Sell
31,786
-74,783
-70% -$5.67M 1.35% 21
2024
Q3 		$7.72M Hold
106,569
– – 2.17% 15
2024
Q2 		$7.72M Sell
106,569
-1,560
-1% -$110K 2.17% 15
2024
Q1 		$7.37M Sell
108,129
-2,882
-3% -$189K 2.01% 17
2023
Q4 		$7.34M Buy
111,011
+2,153
+2% +$137K 1.97% 22
2023
Q3 		$6.86M Buy
108,858
+3,846
+4% +$253K 1.92% 20
2023
Q2 		$6.9M Sell
105,012
-1,936
-2% -$127K 2.01% 17
2023
Q1 		$7.11M Sell
106,948
-96,057
-47% -$6.44M 2.02% 15
2022
Q4 		$12.9M Buy
203,005
+9,515
+5% +$575K 3.76% 11
2022
Q3 		$11.1M Sell
193,490
-171,682
-47% -$11.2M 3.46% 14
2022
Q2 		$24.9M Sell
365,172
-19,578
-5% -$1.36M 7.12% 3
2022
Q1 		$28.4M Buy
384,750
+29,285
+8% +$2.29M 7.17% 4
2021
Q4 		$29.2M Buy
355,465
+34,562
+11% +$2.92M 7.24% 4
2021
Q3 		$27.1M Buy
320,903
+203,151
+173% +$17.7M 7.04% 3
2021
Q2 		$10.9M Sell
117,752
-135,318
-53% -$12.4M 2.98% 16
2021
Q1 		$22.9M Buy
253,070
+13,076
+5% +$1.22M 5.57% 5
2020
Q4 		$20.9M Buy
239,994
+106,773
+80% +$8.72M 5.52% 6
2020
Q3 		$9.96M Sell
133,221
-15,389
-10% -$1.14M 3.28% 9
2020
Q2 		$9.88M Buy
148,610
+8,065
+6% +$504K 3.11% 11
2020
Q1 		$8M Buy
+140,545
New +$9.27M 3.08% 11

Other funds holding EEMA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
YIM
Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Sage Advisory Services's EEMA Position: Q2 2026 in Review

Sage Advisory Services sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q2 2026, closing a stake of 29,599 shares — an estimated $2.83M sold.

Sage Advisory Services first reported a position in EEMA in Q1 2020 and held it in 25 quarters. The position peaked at $29.2M in Q4 2021. 40 funds tracked by Wall St. Rank hold EEMA as of Q2 2026.

  • Sage Advisory Services reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q2 2026 after selling out during the quarter.
  • Sage Advisory Services sold 29,599 iShares MSCI Emerging Markets Asia ETF shares in Q2 2026, an estimated $2.83M.
  • Sage Advisory Services first reported a position in iShares MSCI Emerging Markets Asia ETF in Q1 2020 and held it in 25 quarters.
  • Sage Advisory Services's iShares MSCI Emerging Markets Asia ETF position peaked at $29.2M in Q4 2021.
  • 40 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.