Wade Financial Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wade Financial Advisory’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	$481K	Sell	11,010 -76	-0.7%	-$3.3K	0.16%	51
2024 Q4	$464K	Hold	11,086	–	–	0.16%	52
2024 Q3	$508K	Hold	11,086	–	–	0.17%	52
2024 Q2	$472K	Hold	11,086	–	–	0.17%	54
2024 Q1	$455K	Hold	11,086	–	–	0.17%	55
2023 Q4	$446K	Sell	11,086 -270	-2%	-$10.4K	0.17%	57
2023 Q3	$431K	Sell	11,356 -246	-2%	-$9.74K	0.18%	55
2023 Q2	$459K	Sell	11,602 -516	-4%	-$20.3K	0.18%	57
2023 Q1	$478K	Hold	12,118	–	–	0.2%	53
2022 Q4	$459K	Sell	12,118 -2,057	-15%	-$75.9K	0.21%	54
2022 Q3	$494K	Hold	14,175	–	–	0.25%	50
2022 Q2	$568K	Hold	14,175	–	–	0.27%	47
2022 Q1	$640K	Buy	14,175 +1,072	+8%	+$50.6K	0.27%	50
2021 Q4	$640K	Hold	13,103	–	–	0.33%	45
2021 Q3	$660K	Hold	13,103	–	–	0.37%	42
2021 Q2	$723K	Hold	13,103	–	–	0.4%	40
2021 Q1	$699K	Hold	13,103	–	–	0.44%	38
2020 Q4	$677K	Hold	13,103	–	–	0.45%	37
2020 Q3	$578K	Hold	13,103	–	–	0.46%	40
2020 Q2	$524K	Hold	13,103	–	–	0.45%	41
2020 Q1	$447K	Sell	13,103 -95	-0.7%	-$3.9K	0.45%	38
2019 Q4	$592K	Buy	+13,198	New	+$567K	0.52%	32

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

Wade Financial Advisory's EEM Position: Q1 2025 in Review

Wade Financial Advisory reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.69% in Q1 2025, selling an estimated $3.3K and leaving 11,010 shares worth $481K. The position accounts for 0.16% of the portfolio, ranked #51.

Wade Financial Advisory first reported a position in EEM in Q4 2019 and has held it in 22 quarters since. The position peaked at $723K in Q2 2021. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

Wade Financial Advisory held 11,010 shares of iShares MSCI Emerging Markets ETF worth $481K as of Q1 2025.
Wade Financial Advisory sold 76 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $3.3K.
iShares MSCI Emerging Markets ETF made up 0.16% of Wade Financial Advisory's portfolio in Q1 2025, its #51 holding.
Wade Financial Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's iShares MSCI Emerging Markets ETF position peaked at $723K in Q2 2021.
1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.