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Tolleson Wealth Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Tolleson Wealth Management’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
2025
Q4 		$364K Hold
3,872
– – 0.05% 71
2025
Q3 		$355K Hold
3,872
– – 0.06% 70
2025
Q2 		$320K Hold
3,872
– – 0.05% 72
2025
Q1 		$287K Sell
3,872
-741
-16% -$54.7K 0.06% 75
2024
Q4 		$331K Sell
4,613
-207
-4% -$15.7K 0.07% 74
2024
Q3 		$378K Sell
4,820
-4,699
-49% -$343K 0.07% 62
2024
Q2 		$690K Hold
9,519
– – 0.14% 54
2024
Q1 		$648K Sell
9,519
-12,311
-56% -$806K 0.13% 56
2023
Q4 		$1.44M Sell
21,830
-13,424
-38% -$856K 0.3% 35
2023
Q3 		$2.22M Buy
35,254
+2,576
+8% +$170K 0.53% 23
2023
Q2 		$2.15M Sell
32,678
-36,913
-53% -$2.42M 0.52% 26
2023
Q1 		$4.62M Sell
69,591
-133,970
-66% -$8.98M 1.2% 16
2022
Q4 		$12.9M Sell
203,561
-132,398
-39% -$8M 3.49% 9
2022
Q3 		$19.3M Buy
335,959
+2,749
+0.8% +$180K 5.81% 4
2022
Q2 		$22.7M Buy
333,210
+111,526
+50% +$7.75M 6.42% 2
2022
Q1 		$16.4M Sell
221,684
-33,118
-13% -$2.58M 4.86% 3
2021
Q4 		$20.9M Buy
254,802
+11,284
+5% +$954K 5.63% 2
2021
Q3 		$20.6M Sell
243,518
-2,286
-0.9% -$199K 5.82% 2
2021
Q2 		$22.7M Buy
245,804
+33,394
+16% +$3.05M 6.13% 2
2021
Q1 		$19.3M Sell
212,410
-1,837
-0.9% -$172K 5.82% 2
2020
Q4 		$18.7M Buy
214,247
+9,304
+5% +$760K 6.21% 2
2020
Q3 		$15.3M Buy
204,943
+42
+0% +$3.12K 6.18% 2
2020
Q2 		$13.7M Sell
204,901
-65,603
-24% -$4.1M 5.99% 2
2020
Q1 		$15.4M Buy
+270,504
New +$17.8M 6.73% 3
2019
Q1 		– Sell
-98,328
Closed -$5.98M – 45
2018
Q4 		$5.98M Buy
+98,328
New +$6.14M 3.52% 8

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tolleson Wealth Management's EEMA Position: Q4 2025 in Review

Tolleson Wealth Management held its iShares MSCI Emerging Markets Asia ETF (EEMA) position steady in Q4 2025 at 3,872 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #71.

Tolleson Wealth Management first reported a position in EEMA in Q4 2018 and has held it in 25 quarters since. The position peaked at $22.7M in Q2 2021. 155 funds tracked by Wall St. Rank hold EEMA as of Q4 2025.

  • Tolleson Wealth Management held 3,872 shares of iShares MSCI Emerging Markets Asia ETF worth $364K as of Q4 2025.
  • Tolleson Wealth Management left its iShares MSCI Emerging Markets Asia ETF share count unchanged in Q4 2025.
  • iShares MSCI Emerging Markets Asia ETF made up 0.05% of Tolleson Wealth Management's portfolio in Q4 2025, its #71 holding.
  • Tolleson Wealth Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2018 and has held it in 25 quarters since.
  • Tolleson Wealth Management's iShares MSCI Emerging Markets Asia ETF position peaked at $22.7M in Q2 2021.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q4 2025.

Based on Tolleson Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.