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

Apex 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	$1.43M	Buy	21,468 +2,760	+15%	+$183K	0.84%	31
2026 Q2	$1.28M	Buy	18,708 +143	+0.8%	+$9.34K	0.78%	34
2026 Q1	$1.05M	Sell	18,565 -42,243	-69%	-$2.48M	0.72%	33
2025 Q4	$3.52M	Buy	60,808 +2,019	+3%	+$110K	3.57%	11
2025 Q3	$3.14M	Buy	58,789 +11,073	+23%	+$556K	2.24%	18
2025 Q2	$2.3M	Buy	+47,716	New	+$2.15M	1.85%	18

Other funds holding EEM

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Apex Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 15% in Q3 2026, buying an estimated $183K and bringing the position to 21,468 shares worth $1.43M. The position accounts for 0.84% of the portfolio, ranked #31.

Apex Wealth Management first reported a position in EEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.52M in Q4 2025. 1,238 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Apex Wealth Management held 21,468 shares of iShares MSCI Emerging Markets ETF worth $1.43M as of Q3 2026.
Apex Wealth Management bought 2,760 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $183K.
iShares MSCI Emerging Markets ETF made up 0.84% of Apex Wealth Management's portfolio in Q3 2026, its #31 holding.
Apex Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
Apex Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $3.52M in Q4 2025.
1,238 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.