Avestar Capital’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Avestar Capital’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	$9.49M	Sell	142,145 -7,162	-5%	-$474K	0.75%	32
2026 Q2	$10.2M	Buy	149,307 +629	+0.4%	+$41.1K	0.57%	32
2026 Q1	$8.44M	Buy	+148,678	New	+$8.74M	0.54%	33
2019 Q3	–	Sell	-3,091	Closed	-$132K	–	361
2019 Q2	$132K	Sell	3,091 -406	-12%	-$17.2K	0.08%	152
2019 Q1	$148K	Hold	3,497	–	–	0.1%	148
2018 Q4	$135K	Hold	3,497	–	–	0.09%	135
2018 Q3	$148K	Hold	3,497	–	–	0.09%	148
2018 Q2	$149K	Hold	3,497	–	–	0.09%	146
2018 Q1	$167K	Buy	3,497 +3,091	+761%	+$152K	0.11%	111
2017 Q4	$17K	Buy	+406	New	+$18.8K	0.01%	368

Other funds holding EEM

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

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

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 Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Avestar Capital's EEM Position: Q3 2026 in Review

Avestar Capital reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4.8% in Q3 2026, selling an estimated $474K and leaving 142,145 shares worth $9.49M. The position accounts for 0.75% of the portfolio, ranked #32.

Avestar Capital first reported a position in EEM in Q4 2017 and has held it in 10 quarters since. The position peaked at $10.2M in Q2 2026. 745 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Avestar Capital held 142,145 shares of iShares MSCI Emerging Markets ETF worth $9.49M as of Q3 2026.
Avestar Capital sold 7,162 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $474K.
iShares MSCI Emerging Markets ETF made up 0.75% of Avestar Capital's portfolio in Q3 2026, its #32 holding.
Avestar Capital first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 10 quarters since.
Avestar Capital's iShares MSCI Emerging Markets ETF position peaked at $10.2M in Q2 2026.
745 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.