True North Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

True North 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	-7,228	Closed	-$302K	–	246
2024 Q4	$302K	Buy	+7,228	New	+$320K	0.07%	147
2024 Q3	–	Sell	-4,705	Closed	-$200K	–	192
2024 Q2	$200K	Sell	4,705 -703	-13%	-$29.5K	0.05%	191
2024 Q1	$222K	Buy	+5,408	New	+$215K	0.06%	177
2023 Q1	–	Sell	-122,242	Closed	-$4.63M	–	199
2022 Q4	$4.63M	Buy	+122,242	New	+$4.51M	1.58%	11
2022 Q2	–	Sell	-4,755	Closed	-$214K	–	199
2022 Q1	$214K	Hold	4,755	–	–	0.06%	186
2021 Q4	$232K	Hold	4,755	–	–	0.04%	225
2021 Q3	$239K	Hold	4,755	–	–	0.05%	209
2021 Q2	$262K	Sell	4,755 -50	-1%	-$2.72K	0.05%	194
2021 Q1	$256K	Buy	4,805 +50	+1%	+$2.74K	0.06%	180
2020 Q4	$245K	Buy	4,755 +50	+1%	+$2.4K	0.06%	172
2020 Q3	$207K	Buy	+4,705	New	+$206K	0.06%	170
2020 Q1	–	Sell	-6,233	Closed	-$279K	–	132
2019 Q4	$279K	Buy	+6,233	New	+$268K	0.08%	86

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

True North Advisors's EEM Position: Q1 2025 in Review

True North Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 7,228 shares — an estimated $302K sold.

True North Advisors first reported a position in EEM in Q4 2019 and held it in 12 quarters. The position peaked at $4.63M in Q4 2022. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

True North Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
True North Advisors sold 7,228 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $302K.
True North Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 12 quarters.
True North Advisors's iShares MSCI Emerging Markets ETF position peaked at $4.63M in Q4 2022.
1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

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