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

Wealthstream 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 Q3	$242K	Hold	4,527	–	–	0.04%	155
2025 Q2	$218K	Buy	+4,527	New	+$204K	0.04%	157
2024 Q4	–	Sell	-4,527	Closed	-$208K	–	170
2024 Q3	$208K	Buy	+4,527	New	+$195K	0.04%	143
2024 Q2	–	Sell	-7,932	Closed	-$326K	–	154
2024 Q1	$326K	Buy	7,932 +2,450	+45%	+$97.5K	0.12%	93
2023 Q4	$220K	Buy	5,482 +103	+2%	+$3.98K	0.09%	131
2023 Q3	$204K	Hold	5,379	–	–	0.11%	100
2023 Q2	$213K	Buy	5,379 +41	+0.8%	+$1.61K	0.11%	90
2023 Q1	$211K	Hold	5,338	–	–	0.13%	72
2022 Q4	$202K	Buy	+5,338	New	+$197K	0.13%	72
2022 Q3	–	Sell	-5,257	Closed	-$211K	–	69
2022 Q2	$211K	Buy	5,257 +47	+0.9%	+$1.97K	0.21%	64
2022 Q1	$235K	Buy	5,210 +3	+0.1%	+$142	0.21%	61
2021 Q4	$254K	Buy	+5,207	New	+$262K	0.22%	57

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wealthstream Advisors's EEM Position: Q3 2025 in Review

Wealthstream Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2025 at 4,527 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #155.

Wealthstream Advisors first reported a position in EEM in Q4 2021 and has held it in 12 quarters since. The position peaked at $326K in Q1 2024. 1,412 funds tracked by Wall St. Rank hold EEM as of Q3 2025.

Wealthstream Advisors held 4,527 shares of iShares MSCI Emerging Markets ETF worth $242K as of Q3 2025.
Wealthstream Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2025.
iShares MSCI Emerging Markets ETF made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #155 holding.
Wealthstream Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 12 quarters since.
Wealthstream Advisors's iShares MSCI Emerging Markets ETF position peaked at $326K in Q1 2024.
1,412 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.