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

Beacon Bridge 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
Q2 		– Sell
-3,775
Closed -$214K – 107
2026
Q1 		$214K Sell
3,775
-112
-3% -$6.59K 0.07% 97
2025
Q4 		$213K Sell
3,887
-675
-15% -$36.7K 0.07% 94
2025
Q3 		$244K Buy
4,562
+41
+0.9% +$2.06K 0.09% 82
2025
Q2 		$218K Buy
+4,521
New +$203K 0.09% 81
2024
Q4 		– Sell
-7,237
Closed -$332K – 90
2024
Q3 		$332K Sell
7,237
-3,233
-31% -$139K 0.14% 67
2024
Q2 		$446K Sell
10,470
-14,389
-58% -$604K 0.2% 65
2024
Q1 		$1.02M Sell
24,859
-13,161
-35% -$524K 0.48% 45
2023
Q4 		$1.53M Sell
38,020
-13,992
-27% -$540K 0.76% 35
2023
Q3 		$1.97M Sell
52,012
-42,274
-45% -$1.67M 1.04% 29
2023
Q2 		$3.73M Sell
94,286
-36,192
-28% -$1.42M 1.91% 13
2023
Q1 		$5.15M Buy
130,478
+102,757
+371% +$4.09M 3.09% 11
2022
Q4 		$1.05M Buy
+27,721
New +$1.02M 0.76% 24

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Beacon Bridge Wealth Partners's EEM Position: Q2 2026 in Review

Beacon Bridge Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2026, closing a stake of 3,775 shares — an estimated $214K sold.

Beacon Bridge Wealth Partners first reported a position in EEM in Q4 2022 and held it in 12 quarters. The position peaked at $5.15M in Q1 2023. 1,451 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Beacon Bridge Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 3,775 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $214K.
  • Beacon Bridge Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 12 quarters.
  • Beacon Bridge Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $5.15M in Q1 2023.
  • 1,451 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.