SageView Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

SageView Advisory Group’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	$285K	Hold	5,207	–	–	0.01%	501
2025 Q3	$278K	Hold	5,207	–	–	0.01%	539
2025 Q2	$256K	Sell	5,207 -282	-5%	-$12.7K	0.01%	536
2025 Q1	$240K	Buy	+5,489	New	+$238K	0.01%	534
2024 Q2	–	Sell	-11,138	Closed	-$595K	–	582
2024 Q1	$595K	Buy	11,138 +4,804	+76%	+$191K	0.03%	287
2023 Q4	$244K	Buy	6,334 +1,060	+20%	+$40.9K	0.01%	573
2023 Q3	$200K	Buy	+5,274	New	+$209K	0.01%	509

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SageView Advisory Group's EEM Position: Q4 2025 in Review

SageView Advisory Group held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q4 2025 at 5,207 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #501.

SageView Advisory Group first reported a position in EEM in Q3 2023 and has held it in 7 quarters since. The position peaked at $595K in Q1 2024. 1,520 funds tracked by Wall St. Rank hold EEM as of Q4 2025.

SageView Advisory Group held 5,207 shares of iShares MSCI Emerging Markets ETF worth $285K as of Q4 2025.
SageView Advisory Group left its iShares MSCI Emerging Markets ETF share count unchanged in Q4 2025.
iShares MSCI Emerging Markets ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #501 holding.
SageView Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q3 2023 and has held it in 7 quarters since.
SageView Advisory Group's iShares MSCI Emerging Markets ETF position peaked at $595K in Q1 2024.
1,520 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.