Act Wealth Management
EEM icon

Act Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Act Wealth Management’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
2026
Q3 		$1.11M Sell
16,555
-360
-2% -$23.8K 0.33% 21
2026
Q2 		$1.16M Sell
16,915
-73
-0.4% -$4.77K 0.34% 20
2026
Q1 		$965K Buy
16,988
+2,272
+15% +$134K 0.32% 20
2025
Q4 		$805K Buy
14,716
+3,148
+27% +$171K 0.26% 25
2025
Q3 		$618K Buy
11,568
+302
+3% +$15.2K 0.22% 27
2025
Q2 		$543K Buy
11,266
+2,581
+30% +$116K 0.23% 27
2025
Q1 		$380K Buy
8,685
+123
+1% +$5.34K 0.17% 29
2024
Q4 		$358K Buy
8,562
+469
+6% +$20.8K 0.17% 30
2024
Q3 		$371K Buy
8,093
+1,180
+17% +$50.9K 0.16% 27
2024
Q2 		$294K Buy
6,913
+763
+12% +$32K 0.14% 27
2024
Q1 		$253K Buy
6,150
+96
+2% +$3.82K 0.13% 32
2023
Q4 		$243K Sell
6,054
-1,599
-21% -$61.7K 0.13% 33
2023
Q3 		$290K Hold
7,653
– – 0.19% 25
2023
Q2 		$303K Buy
7,653
+158
+2% +$6.21K 0.17% 25
2023
Q1 		$296K Buy
7,495
+515
+7% +$20.5K 0.18% 24
2022
Q4 		$265K Buy
6,980
+439
+7% +$16.2K 0.17% 27
2022
Q3 		$228K Buy
6,541
+367
+6% +$14.3K 0.16% 30
2022
Q2 		$248K Sell
6,174
-196
-3% -$8.22K 0.16% 28
2022
Q1 		$288K Buy
6,370
+1,593
+33% +$75.2K 0.16% 29
2021
Q4 		$233K Sell
4,777
-1,576
-25% -$79.3K 0.13% 32
2021
Q3 		$350K Hold
6,353
– – 0.22% 20
2021
Q2 		$350K Hold
6,353
– – 0.22% 20
2021
Q1 		$339K Sell
6,353
-1,111
-15% -$60.8K 0.22% 22
2020
Q4 		$386K Buy
+7,464
New +$359K 0.25% 17

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Act Wealth Management's EEM Position: Q3 2026 in Review

Act Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.1% in Q3 2026, selling an estimated $23.8K and leaving 16,555 shares worth $1.11M. The position accounts for 0.33% of the portfolio, ranked #21.

Act Wealth Management first reported a position in EEM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.16M in Q2 2026. 400 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Act Wealth Management held 16,555 shares of iShares MSCI Emerging Markets ETF worth $1.11M as of Q3 2026.
  • Act Wealth Management sold 360 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $23.8K.
  • iShares MSCI Emerging Markets ETF made up 0.33% of Act Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Act Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.16M in Q2 2026.
  • 400 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.