Aspect Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Aspect Partners’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	$13.4K	Sell	201 -6,426	-97%	-$425K	0.01%	239
2026 Q2	$453K	Sell	6,627 -731	-10%	-$47.7K	0.17%	49
2026 Q1	$418K	Sell	7,358 -30,499	-81%	-$1.79M	0.17%	53
2025 Q4	$2.07M	Sell	37,857 -8,082	-18%	-$440K	0.91%	23
2025 Q3	$2.45M	Sell	45,939 -1,514	-3%	-$76K	1.11%	22
2025 Q2	$2.29M	Sell	47,453 -3,993	-8%	-$180K	1.13%	22
2025 Q1	$2.25M	Sell	51,446 -25	-0%	-$1.09K	1.29%	20
2024 Q4	$2.15M	Buy	51,471 +44,833	+675%	+$1.99M	1.24%	21
2024 Q3	$304K	Sell	6,638 -29,508	-82%	-$1.27M	0.17%	54
2024 Q2	$1.54M	Buy	36,146 +6,039	+20%	+$253K	0.92%	23
2024 Q1	$1.24M	Buy	30,107 +11,452	+61%	+$456K	0.98%	23
2023 Q4	$750K	Buy	+18,655	New	+$720K	0.48%	32

Other funds holding EEM

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Aspect Partners's EEM Position: Q3 2026 in Review

Aspect Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 97% in Q3 2026, selling an estimated $425K and leaving 201 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #239.

Aspect Partners first reported a position in EEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.45M in Q3 2025. 480 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Aspect Partners held 201 shares of iShares MSCI Emerging Markets ETF worth $13.4K as of Q3 2026.
Aspect Partners sold 6,426 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $425K.
iShares MSCI Emerging Markets ETF made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #239 holding.
Aspect Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares MSCI Emerging Markets ETF position peaked at $2.45M in Q3 2025.
480 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.