SkyOak Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-4,680	Closed	-$205K	–	256
2025 Q1	$205K	Buy	+4,680	New	+$203K	0.04%	227
2020 Q1	–	Sell	-58,248	Closed	-$2.61M	–	239
2019 Q4	$2.61M	Buy	+58,248	New	+$2.5M	0.81%	35

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SkyOak Wealth's EEM Position: Q2 2025 in Review

SkyOak Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2025, closing a stake of 4,680 shares — an estimated $205K sold.

SkyOak Wealth first reported a position in EEM in Q4 2019 and held it in 2 quarters. The position peaked at $2.61M in Q4 2019. 1,355 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

SkyOak Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
SkyOak Wealth sold 4,680 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $205K.
SkyOak Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 2 quarters.
SkyOak Wealth's iShares MSCI Emerging Markets ETF position peaked at $2.61M in Q4 2019.
1,355 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.