Sierra Summit Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sierra Summit Advisors’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 Q1	–	Sell	-24,750	Closed	-$1.04M	–	182
2024 Q4	$1.04M	Hold	24,750	–	–	0.21%	66
2024 Q3	$1.14M	Hold	24,750	–	–	0.26%	54
2024 Q2	$1.05M	Hold	24,750	–	–	0.26%	54
2024 Q1	$1.02M	Hold	24,750	–	–	0.28%	50
2023 Q4	$995K	Buy	+24,750	New	+$956K	0.29%	53

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Sierra Summit Advisors's EEM Position: Q1 2025 in Review

Sierra Summit Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 24,750 shares — an estimated $1.04M sold.

Sierra Summit Advisors first reported a position in EEM in Q4 2023 and held it in 5 quarters. The position peaked at $1.14M in Q3 2024. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

Sierra Summit Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Sierra Summit Advisors sold 24,750 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $1.04M.
Sierra Summit Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and held it in 5 quarters.
Sierra Summit Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.14M in Q3 2024.
1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Sierra Summit Advisors's 13F filing for Q1 2025, filed 12 May 2025.