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US Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

US Financial 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 		$9.92M Buy
226,949
+23,542
+12% +$1.02M 2.93% 10
2024
Q4 		$8.51M Buy
203,407
+5,275
+3% +$234K 2.62% 15
2024
Q3 		$9.09M Buy
198,132
+3,617
+2% +$156K 2.83% 14
2024
Q2 		$8.28M Buy
194,515
+14,107
+8% +$592K 2.78% 14
2024
Q1 		$7.41M Buy
180,408
+7,133
+4% +$284K 2.57% 14
2023
Q4 		$6.97M Buy
173,275
+7,444
+4% +$287K 2.6% 15
2023
Q3 		$6.29M Buy
165,831
+11,235
+7% +$445K 2.62% 14
2023
Q2 		$6.12M Buy
154,596
+20,619
+15% +$811K 2.6% 15
2023
Q1 		$5.29M Buy
133,977
+7,039
+6% +$280K 2.36% 15
2022
Q4 		$4.81M Sell
126,938
-3,120
-2% -$115K 2.41% 15
2022
Q3 		$4.54M Sell
130,058
-7,310
-5% -$285K 2.54% 14
2022
Q2 		$5.51M Buy
137,368
+605
+0.4% +$25.4K 3.09% 13
2022
Q1 		$6.17M Sell
136,763
-14,497
-10% -$684K 2.97% 14
2021
Q4 		$7.39M Buy
151,260
+5,045
+3% +$254K 3.37% 12
2021
Q3 		$7.37M Buy
146,215
+4,118
+3% +$214K 3.65% 12
2021
Q2 		$7.84M Sell
142,097
-3,372
-2% -$183K 3.82% 12
2021
Q1 		$7.76M Buy
145,469
+38,451
+36% +$2.11M 2.15% 15
2020
Q4 		$5.53M Buy
+107,018
New +$5.15M 1.67% 18
2016
Q2 		– Sell
-962
Closed -$33K – 134
2016
Q1 		$33K Sell
962
-7,804
-89% -$242K 0.06% 115
2015
Q4 		$282K Buy
8,766
+248
+3% +$8.5K 0.27% 53
2015
Q3 		$279K Buy
8,518
+112
+1% +$3.96K 0.46% 41
2015
Q2 		$333K Sell
8,406
-304
-3% -$12.7K 0.31% 40
2015
Q1 		$350K Sell
8,710
-375
-4% -$14.9K 0.32% 38
2014
Q4 		$357K Buy
+9,085
New +$369K 0.32% 42

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 $33.2B AUM 38.15% 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

US Financial Advisors's EEM Position: Q1 2025 in Review

US Financial Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 12% in Q1 2025, buying an estimated $1.02M and bringing the position to 226,949 shares worth $9.92M. The position accounts for 2.93% of the portfolio, ranked #10.

US Financial Advisors first reported a position in EEM in Q4 2014 and has held it in 24 quarters since. 1,309 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

  • US Financial Advisors held 226,949 shares of iShares MSCI Emerging Markets ETF worth $9.92M as of Q1 2025.
  • US Financial Advisors bought 23,542 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $1.02M.
  • iShares MSCI Emerging Markets ETF made up 2.93% of US Financial Advisors's portfolio in Q1 2025, its #10 holding.
  • US Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and has held it in 24 quarters since.
  • 1,309 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.