Activest Wealth Management
EEM icon

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

Activest 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 		– Sell
-74
Closed -$5.06K – 1150
2026
Q2 		$5.06K Sell
74
-108
-59% -$7.05K ﹤0.01% 708
2026
Q1 		$10.3K Buy
182
+74
+69% +$4.35K ﹤0.01% 671
2025
Q4 		$5.92K Buy
+108
New +$5.87K ﹤0.01% 744
2025
Q3 		– Hold
0
– – – 1129
2025
Q2 		– Hold
0
– – – 1013
2024
Q2 		– Sell
-458
Closed -$19.2K – 533
2024
Q1 		$18.8K Sell
458
-1
-0.2% -$40 0.01% 177
2023
Q4 		$18.4K Sell
459
-606
-57% -$23.4K 0.01% 156
2023
Q3 		$40.4K Buy
+1,065
New +$42.2K 0.02% 104
2023
Q2 		– Sell
-1,676
Closed -$66.2K – 319
2023
Q1 		$66.2K Buy
+1,676
New +$66.6K 0.04% 72
2022
Q3 		– Sell
-3,050
Closed -$122K – 485
2022
Q2 		$122K Buy
3,050
+1,144
+60% +$48K 0.09% 56
2022
Q1 		$86K Sell
1,906
-6,474
-77% -$306K 0.06% 74
2021
Q4 		$409K Buy
8,380
+5,747
+218% +$289K 0.25% 43
2021
Q3 		$133K Sell
2,633
-499
-16% -$26K 0.09% 61
2021
Q2 		$173K Sell
3,132
-1,024
-25% -$55.6K 0.13% 52
2021
Q1 		$222K Buy
+4,156
New +$228K 0.18% 51

Other funds holding EEM

ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

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

Activest Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2026, closing a stake of 74 shares — an estimated $5.06K sold.

Activest Wealth Management first reported a position in EEM in Q1 2021 and held it in 13 quarters. The position peaked at $409K in Q4 2021. 717 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Activest Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 74 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $5.06K.
  • Activest Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and held it in 13 quarters.
  • Activest Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $409K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.