Beirne Wealth Consulting Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Beirne Wealth Consulting Services’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	$36M	Buy	526,196 +382,676	+267%	+$25M	7.16%	3
2026 Q1	$8.15M	Buy	143,520 +34,527	+32%	+$2.03M	2.31%	12
2025 Q4	$5.96M	Buy	108,993 +360	+0.3%	+$19.6K	1.73%	16
2025 Q3	$5.8M	Buy	108,633 +1,000	+0.9%	+$50.2K	1.39%	20
2025 Q2	$5.19M	Sell	107,633 -732	-0.7%	-$32.9K	1.68%	17
2025 Q1	$4.74M	Sell	108,365 -121	-0.1%	-$5.26K	1.69%	13
2024 Q4	$4.54M	Buy	108,486 +1,838	+2%	+$81.4K	1.64%	13
2024 Q3	$4.89M	Sell	106,648 -12,872	-11%	-$555K	1.72%	13
2024 Q2	$5.09M	Buy	119,520 +100,638	+533%	+$4.22M	2.05%	12
2024 Q1	$776K	Sell	18,882 -7,987	-30%	-$318K	0.33%	48
2023 Q4	$1.08M	Buy	26,869 +20,871	+348%	+$806K	0.54%	38
2023 Q3	$237K	Hold	5,998	–	–	0.19%	77
2023 Q2	$237K	Sell	5,998 -9,662	-62%	-$380K	0.19%	77
2023 Q1	$618K	Sell	15,660 -2,574	-14%	-$102K	0.43%	46
2022 Q4	$691K	Sell	18,234 -612,003	-97%	-$22.6M	0.34%	44
2022 Q3	$22M	Buy	630,237 +587,851	+1,387%	+$22.9M	8.36%	2
2022 Q2	$1.7M	Buy	42,386 +25,617	+153%	+$1.07M	1.11%	18
2022 Q1	$757K	Sell	16,769 -4,529	-21%	-$214K	0.42%	49
2021 Q4	$1.04M	Sell	21,298 -15,325	-42%	-$771K	0.57%	32
2021 Q3	$1.84M	Sell	36,623 -288	-0.8%	-$15K	1.05%	20
2021 Q2	$2.04M	Buy	36,911 +49	+0.1%	+$2.66K	1.12%	21
2021 Q1	$1.97M	Buy	36,862 +17,542	+91%	+$960K	1.15%	21
2020 Q4	$998K	Sell	19,320 -2	-0%	-$96	0.49%	42
2020 Q3	$852K	Buy	19,322 +22	+0.1%	+$965	0.5%	41
2020 Q2	$772K	Sell	19,300 -4,713	-20%	-$176K	0.63%	26
2020 Q1	$820K	Sell	24,013 -14,783	-38%	-$607K	0.89%	23
2019 Q4	$1.74M	Sell	38,796 -6,188	-14%	-$266K	1.53%	18
2019 Q3	$1.84M	Hold	44,984	–	–	1.53%	21
2019 Q2	$1.93M	Sell	44,984 -1,217	-3%	-$51.7K	1.73%	15
2019 Q1	$1.98M	Buy	46,201 +4,360	+10%	+$183K	1.56%	16
2018 Q4	$1.63M	Buy	+41,841	New	+$1.68M	1.39%	17

Other funds holding EEM

HWG Holdings Houston, Texas $440M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return