Avidian Wealth Enterprises’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Avidian Wealth Enterprises’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	$2.65M	Buy	39,714 +2,819	+8%	+$186K	0.07%	174
2026 Q2	$2.52M	Sell	36,895 -204	-0.5%	-$13.3K	0.07%	185
2026 Q1	$2.11M	Buy	37,099 +16,184	+77%	+$952K	0.07%	183
2025 Q4	$1.14M	Sell	20,915 -890	-4%	-$48.4K	0.04%	207
2025 Q3	$1.16M	Sell	21,805 -2,656	-11%	-$133K	0.04%	201
2025 Q2	$1.18M	Sell	24,461 -24	-0.1%	-$1.08K	0.05%	188
2025 Q1	$1.07M	Sell	24,485 -596	-2%	-$25.9K	0.05%	188
2024 Q4	$1.05M	Buy	25,081 +360	+1%	+$16K	0.05%	180
2024 Q3	$1.13M	Sell	24,721 -1,055	-4%	-$45.5K	0.05%	167
2024 Q2	$1.1M	Sell	25,776 -23	-0.1%	-$965	0.05%	173
2024 Q1	$1.06M	Sell	25,799 -156	-0.6%	-$6.21K	0.05%	155
2023 Q4	$1.04M	Sell	25,955 -8,122	-24%	-$314K	0.06%	163
2023 Q3	$1.29M	Sell	34,077 -1,094	-3%	-$43.3K	0.09%	138
2023 Q2	$1.39M	Buy	35,171 +10,469	+42%	+$412K	0.09%	147
2023 Q1	$975K	Buy	+24,702	New	+$982K	0.05%	205
2022 Q1	–	Sell	-7,617	Closed	-$372K	–	518
2021 Q4	$372K	Buy	+7,617	New	+$383K	0.02%	359
2019 Q3	–	Sell	-310,017	Closed	-$13.3M	–	197
2019 Q2	$13.3M	Sell	310,017 -213,488	-41%	-$9.06M	3.15%	10
2019 Q1	$22.5M	Buy	523,505 +250,570	+92%	+$10.5M	4.99%	6
2018 Q4	$10.7M	Sell	272,935 -147,044	-35%	-$5.89M	3.72%	8
2018 Q3	$18M	Buy	419,979 +45,217	+12%	+$1.95M	5.64%	5
2018 Q2	$16.2M	Sell	374,762 -503,048	-57%	-$23.3M	5.12%	6
2018 Q1	$42.4M	Buy	877,810 +876,974	+104,901%	+$43M	14.21%	1
2017 Q4	$39.4M	Sell	836 -716,679	-100%	-$33.2M	10.54%	2
2017 Q3	$32.2M	Sell	717,515 -10,363	-1%	-$456K	12.25%	2
2017 Q2	$30.1M	Buy	727,878 +5,614	+0.8%	+$229K	12.52%	3
2017 Q1	$28.4M	Buy	722,264 +489,095	+210%	+$18.6M	10.9%	3
2016 Q4	$8.16M	Buy	+233,169	New	+$8.41M	3.56%	12

Other funds holding EEM

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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Avidian Wealth Enterprises's EEM Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares MSCI Emerging Markets ETF (EEM) stake by 7.6% in Q3 2026, buying an estimated $186K and bringing the position to 39,714 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #174.

Avidian Wealth Enterprises first reported a position in EEM in Q4 2016 and has held it in 27 quarters since. The position peaked at $42.4M in Q1 2018. 95 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Avidian Wealth Enterprises held 39,714 shares of iShares MSCI Emerging Markets ETF worth $2.65M as of Q3 2026.
Avidian Wealth Enterprises bought 2,819 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $186K.
iShares MSCI Emerging Markets ETF made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #174 holding.
Avidian Wealth Enterprises first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and has held it in 27 quarters since.
Avidian Wealth Enterprises's iShares MSCI Emerging Markets ETF position peaked at $42.4M in Q1 2018.
95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.