The Family Firm’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

The Family Firm’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	$2.97M	Sell	61,501 -563	-0.9%	-$25.3K	0.72%	34
2025 Q1	$2.71M	Buy	62,064 +565	+0.9%	+$24.5K	0.61%	36
2024 Q4	$2.57M	Buy	61,499 +6,704	+12%	+$297K	0.57%	37
2024 Q3	$2.51M	Buy	54,795 +4,293	+9%	+$185K	0.55%	38
2024 Q2	$2.15M	Buy	50,502 +1,165	+2%	+$48.9K	0.48%	40
2024 Q1	$2.03M	Buy	49,337 +2,049	+4%	+$81.5K	0.49%	43
2023 Q4	$1.9M	Buy	47,288 +6,813	+17%	+$263K	0.49%	45
2023 Q3	$1.54M	Buy	40,475 +3,353	+9%	+$133K	0.43%	51
2023 Q2	$1.47M	Buy	37,122 +2,039	+6%	+$80.2K	0.39%	53
2023 Q1	$1.38M	Sell	35,083 -366	-1%	-$14.6K	0.38%	55
2022 Q4	$1.34M	Sell	35,449 -7,652	-18%	-$282K	0.39%	58
2022 Q3	$1.5M	Buy	43,101 +1,097	+3%	+$42.8K	0.48%	43
2022 Q2	$1.68M	Buy	42,004 +367	+0.9%	+$15.4K	0.5%	43
2022 Q1	$1.88M	Buy	41,637 +17	+0%	+$802	0.49%	43
2021 Q4	$2.03M	Buy	41,620 +9,759	+31%	+$491K	0.53%	42
2021 Q3	$1.67M	Buy	31,861 +2,319	+8%	+$121K	0.44%	45
2021 Q2	$1.63M	Buy	29,542 +2,560	+9%	+$139K	0.44%	47
2021 Q1	$1.44M	Hold	26,982	–	–	0.42%	47
2020 Q4	$1.47M	Buy	26,982 +69	+0.3%	+$3.32K	0.44%	47
2020 Q3	$1.19M	Sell	26,913 -723	-3%	-$31.7K	0.43%	47
2020 Q2	$1.1M	Sell	27,636 -66	-0.2%	-$2.47K	0.41%	49
2020 Q1	$945K	Sell	27,702 -2,451	-8%	-$101K	0.4%	51
2019 Q4	$1.35M	Buy	30,153 +207	+0.7%	+$8.88K	0.46%	47
2019 Q3	$1.22M	Buy	29,946 +1,613	+6%	+$66.6K	0.43%	46
2019 Q2	$1.22M	Sell	28,333 -2,123	-7%	-$90.1K	0.43%	47
2019 Q1	$1.31M	Sell	30,456 -3,062	-9%	-$129K	0.48%	44
2018 Q4	$1.31M	Buy	33,518 +1,888	+6%	+$75.6K	0.52%	41
2018 Q3	$1.36M	Sell	31,630 -1,076	-3%	-$46.4K	0.49%	43
2018 Q2	$1.42M	Buy	32,706 +588	+2%	+$27.2K	0.53%	39
2018 Q1	$1.55M	Sell	32,118 -725	-2%	-$35.5K	0.6%	38
2017 Q4	$1.55M	Sell	32,843 -1,653	-5%	-$76.5K	0.61%	33
2017 Q3	$1.55M	Sell	34,496 -2,054	-6%	-$90.4K	0.65%	33
2017 Q2	$1.51M	Sell	36,550 -436	-1%	-$17.7K	0.67%	31
2017 Q1	$1.46M	Sell	36,986 -91	-0.2%	-$3.46K	0.69%	30
2016 Q4	$1.3M	Sell	37,077 -2,571	-6%	-$92.7K	0.61%	36
2016 Q3	$1.49M	Sell	39,648 -1,513	-4%	-$55.3K	0.71%	31
2016 Q2	$1.41M	Buy	41,161 +1,500	+4%	+$50.4K	0.7%	30
2016 Q1	$1.36M	Sell	39,661 -1	-0%	-$31	0.69%	29
2015 Q4	$1.28M	Sell	39,662 -2,742	-6%	-$94K	0.68%	30
2015 Q3	$1.4M	Sell	42,404 -1,426	-3%	-$50.4K	0.76%	29
2015 Q2	$1.75M	Sell	43,830 -1,716	-4%	-$71.8K	0.9%	26
2015 Q1	$1.83M	Sell	45,546 -821	-2%	-$32.7K	0.93%	27
2014 Q4	$1.82M	Buy	+46,367	New	+$1.88M	0.95%	26

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 $33.2B AUM 38.15% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

The Family Firm's EEM Position: Q2 2025 in Review

The Family Firm reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.91% in Q2 2025, selling an estimated $25.3K and leaving 61,501 shares worth $2.97M. The position accounts for 0.72% of the portfolio, ranked #34.

The Family Firm first reported a position in EEM in Q4 2014 and has held it in 43 quarters since. 1,356 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

The Family Firm held 61,501 shares of iShares MSCI Emerging Markets ETF worth $2.97M as of Q2 2025.
The Family Firm sold 563 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $25.3K.
iShares MSCI Emerging Markets ETF made up 0.72% of The Family Firm's portfolio in Q2 2025, its #34 holding.
The Family Firm first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and has held it in 43 quarters since.
1,356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.