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Trivant Custom Portfolio Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Trivant Custom Portfolio 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
Q1 		– Sell
-1,142
Closed -$47.8K – 203
2024
Q4 		$47.8K Buy
1,142
+51
+5% +$2.26K 0.03% 85
2024
Q3 		$50K Sell
1,091
-14
-1% -$604 0.03% 86
2024
Q2 		$47.1K Buy
1,105
+18
+2% +$755 0.03% 99
2024
Q1 		$44.7K Buy
1,087
+197
+22% +$7.84K 0.03% 100
2023
Q4 		$35.8K Sell
890
-285
-24% -$11K 0.02% 119
2023
Q3 		$44.6K Buy
1,175
+61
+5% +$2.42K 0.03% 96
2023
Q2 		$44.1K Sell
1,114
-351
-24% -$13.8K 0.03% 116
2023
Q1 		$57.8K Buy
+1,465
New +$58.3K 0.04% 109

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Trivant Custom Portfolio Group's EEM Position: Q1 2025 in Review

Trivant Custom Portfolio Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 1,142 shares — an estimated $47.8K sold.

Trivant Custom Portfolio Group first reported a position in EEM in Q1 2023 and held it in 8 quarters. The position peaked at $57.8K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

  • Trivant Custom Portfolio Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 1,142 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $47.8K.
  • Trivant Custom Portfolio Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2023 and held it in 8 quarters.
  • Trivant Custom Portfolio Group's iShares MSCI Emerging Markets ETF position peaked at $57.8K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2025, filed 21 Apr 2025.