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

Wealth Management Partners’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
2026 Q1	$1.2M	Buy	12,570 +940	+8%	+$94.2K	0.34%	65
2025 Q4	$1.09M	Sell	11,630 -1,705	-13%	-$159K	0.31%	64
2025 Q3	$1.22M	Sell	13,335 -148	-1%	-$12.8K	0.39%	57
2025 Q2	$1.11M	Sell	13,483 -128	-0.9%	-$9.75K	0.39%	58
2025 Q1	$1.01M	Sell	13,611 -1,277	-9%	-$94.3K	0.47%	52
2024 Q4	$1.07M	Buy	14,888 +1,701	+13%	+$129K	0.46%	52
2024 Q3	$1.03M	Buy	+13,187	New	+$963K	0.48%	48
2021 Q3	–	Sell	-9,485	Closed	-$877K	–	117
2021 Q2	$877K	Buy	9,485 +1,054	+13%	+$96.2K	0.61%	46
2021 Q1	$762K	Buy	+8,431	New	+$789K	0.57%	49

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return