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

Baldwin Wealth 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	$346K	Buy	5,185 +6	+0.1%	+$397	0.02%	179
2026 Q2	$354K	Hold	5,179	–	–	0.02%	173
2026 Q1	$294K	Hold	5,179	–	–	0.02%	183
2025 Q4	$283K	Buy	+5,179	New	+$282K	0.02%	206
2024 Q4	–	Sell	-247	Closed	-$11.3K	–	461
2024 Q3	$11.3K	Hold	247	–	–	﹤0.01%	777
2024 Q2	$10.5K	Buy	247 +47	+24%	+$1.97K	﹤0.01%	538
2024 Q1	$8.22K	Hold	200	–	–	﹤0.01%	569
2023 Q4	$8.04K	Hold	200	–	–	﹤0.01%	592
2023 Q3	$7.59K	Hold	200	–	–	﹤0.01%	595
2023 Q2	$7.91K	Hold	200	–	–	﹤0.01%	613
2023 Q1	$7.89K	Hold	200	–	–	﹤0.01%	638
2022 Q4	$7.58K	Buy	+200	New	+$7.38K	﹤0.01%	630
2022 Q2	–	Sell	-317	Closed	-$14K	–	690
2022 Q1	$14K	Hold	317	–	–	﹤0.01%	510
2021 Q4	$15K	Hold	317	–	–	﹤0.01%	470
2021 Q3	$16K	Hold	317	–	–	﹤0.01%	472
2021 Q2	$17K	Hold	317	–	–	﹤0.01%	479
2021 Q1	$17K	Hold	317	–	–	﹤0.01%	474
2020 Q4	$16K	Hold	317	–	–	﹤0.01%	419
2020 Q3	$14K	Hold	317	–	–	﹤0.01%	411
2020 Q2	$13K	Hold	317	–	–	﹤0.01%	415
2020 Q1	$11K	Sell	317 -5,030	-94%	-$206K	﹤0.01%	419
2019 Q4	$240K	Buy	5,347 +192	+4%	+$8.24K	0.03%	165
2019 Q3	$211K	Sell	5,155 -6,300	-55%	-$260K	0.03%	167
2019 Q2	$491K	Sell	11,455 -4,899	-30%	-$208K	0.07%	123
2019 Q1	$702K	Buy	16,354 +5,024	+44%	+$211K	0.1%	103
2018 Q4	$443K	Hold	11,330	–	–	0.07%	126
2018 Q3	$486K	Buy	+11,330	New	+$489K	0.07%	131
2017 Q2	–	Sell	-1,926	Closed	-$76K	–	483
2017 Q1	$76K	Sell	1,926 -214	-10%	-$8.13K	0.01%	263
2016 Q4	$75K	Sell	2,140 -1,205	-36%	-$43.5K	0.01%	258
2016 Q3	$125K	Sell	3,345 -790	-19%	-$28.9K	0.02%	206
2016 Q2	$142K	Buy	4,135 +1,205	+41%	+$40.5K	0.03%	184
2016 Q1	$100K	Buy	+2,930	New	+$90.8K	0.02%	240

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

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

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Baldwin Wealth Partners's EEM Position: Q3 2026 in Review

Baldwin Wealth Partners increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.12% in Q3 2026, buying an estimated $397 and bringing the position to 5,185 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #179.

Baldwin Wealth Partners first reported a position in EEM in Q1 2016 and has held it in 32 quarters since. The position peaked at $702K in Q1 2019. 708 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Baldwin Wealth Partners held 5,185 shares of iShares MSCI Emerging Markets ETF worth $346K as of Q3 2026.
Baldwin Wealth Partners bought 6 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $397.
iShares MSCI Emerging Markets ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #179 holding.
Baldwin Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2016 and has held it in 32 quarters since.
Baldwin Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $702K in Q1 2019.
708 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.