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

Aprio 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	$407K	Buy	6,099 +52	+0.9%	+$3.44K	0.02%	452
2026 Q2	$414K	Sell	6,047 -1,356	-18%	-$88.6K	0.02%	430
2026 Q1	$420K	Buy	7,403 +1,817	+33%	+$107K	0.02%	404
2025 Q4	$306K	Buy	5,586 +24	+0.4%	+$1.3K	0.02%	431
2025 Q3	$297K	Sell	5,562 -1	-0%	-$50	0.03%	333
2025 Q2	$268K	Sell	5,563 -1,187	-18%	-$53.4K	0.03%	322
2025 Q1	$295K	Buy	6,750 +1,427	+27%	+$62K	0.04%	272
2024 Q4	$223K	Buy	+5,323	New	+$236K	0.03%	284
2020 Q2	–	Sell	-8,959	Closed	-$306K	–	71
2020 Q1	$306K	Sell	8,959 -4,278	-32%	-$176K	0.39%	39
2019 Q4	$594K	Buy	+13,237	New	+$568K	0.44%	31

Other funds holding EEM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 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

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

Aprio Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.86% in Q3 2026, buying an estimated $3.44K and bringing the position to 6,099 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #452.

Aprio Wealth Management first reported a position in EEM in Q4 2019 and has held it in 10 quarters since. The position peaked at $594K in Q4 2019. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Aprio Wealth Management held 6,099 shares of iShares MSCI Emerging Markets ETF worth $407K as of Q3 2026.
Aprio Wealth Management bought 52 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $3.44K.
iShares MSCI Emerging Markets ETF made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #452 holding.
Aprio Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 10 quarters since.
Aprio Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $594K in Q4 2019.
1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.