Core Insights - Allium Financial Advisors LLC increased its position in iShares MSCI Emerging Markets ETF by 35.3% in Q3, owning 111,066 shares after purchasing an additional 28,998 shares, making it the 6th largest position in their portfolio valued at $5,931,000 [2] Institutional Activity - Clal Insurance Enterprises Holdings Ltd acquired a new stake in iShares MSCI Emerging Markets ETF valued at approximately $407,231,000 in Q3 [3] - Corient Private Wealth LLC raised its position by 206.0% in Q2, now owning 3,240,329 shares worth $156,313,000 after buying an additional 2,181,269 shares [3] - Invesco Ltd. and Duquesne Family Office LLC also acquired new stakes in Q2 and Q3, valued at approximately $100,644,000 and $101,460,000 respectively [3] - Bank of Nova Scotia boosted its holdings by 314.6% in Q2, now owning 2,240,422 shares valued at $108,078,000 after acquiring an additional 1,700,100 shares [3] - Institutional investors and hedge funds collectively own 81.39% of iShares MSCI Emerging Markets ETF [3] Price Performance - iShares MSCI Emerging Markets ETF opened at $56.80, with a market capitalization of $25.89 billion, a P/E ratio of 14.46, and a beta of 0.64 [4] - The ETF has a 1-year low of $38.19 and a 1-year high of $65.96, with a fifty-day moving average price of $59.38 and a 200-day moving average price of $55.69 [4] Fund Overview - iShares MSCI Emerging Markets ETF aims to replicate the price and yield performance of publicly traded equity securities in global emerging markets, as measured by the MSCI Emerging Markets Index [5]
Allium Financial Advisors LLC Purchases 28,998 Shares of iShares MSCI Emerging Markets ETF $EEM
Defense World·2026-03-15 07:31