Brown Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Brown Wealth Management’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	$4.33M	Buy	64,841 +3,267	+5%	+$216K	0.95%	27
2026 Q2	$4.21M	Buy	61,574 +2,005	+3%	+$131K	0.94%	26
2026 Q1	$3.38M	Buy	59,569 +2,639	+5%	+$155K	0.87%	25
2025 Q4	$3.11M	Sell	56,930 -106,559	-65%	-$5.8M	0.82%	29
2025 Q3	$8.73M	Buy	163,489 +1,428	+0.9%	+$71.7K	2.45%	10
2025 Q2	$7.82M	Sell	162,061 -5,025	-3%	-$226K	2.43%	9
2025 Q1	$7.3M	Buy	167,086 +11,672	+8%	+$507K	2.51%	10
2024 Q4	$6.5M	Buy	155,414 +5,789	+4%	+$257K	2.3%	11
2024 Q3	$6.86M	Buy	149,625 +9,065	+6%	+$391K	2.48%	11
2024 Q2	$5.99M	Sell	140,560 -4,036	-3%	-$169K	2.41%	12
2024 Q1	$5.94M	Buy	144,596 +76,245	+112%	+$3.03M	2.46%	11
2023 Q4	$2.75M	Sell	68,351 -15,388	-18%	-$594K	1.22%	21
2023 Q3	$3.18M	Buy	+83,739	New	+$3.32M	1.51%	20

Other funds holding EEM

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

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 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

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Brown Wealth Management's EEM Position: Q3 2026 in Review

Brown Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 5.3% in Q3 2026, buying an estimated $216K and bringing the position to 64,841 shares worth $4.33M. The position accounts for 0.95% of the portfolio, ranked #27.

Brown Wealth Management first reported a position in EEM in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.73M in Q3 2025. 527 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Brown Wealth Management held 64,841 shares of iShares MSCI Emerging Markets ETF worth $4.33M as of Q3 2026.
Brown Wealth Management bought 3,267 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $216K.
iShares MSCI Emerging Markets ETF made up 0.95% of Brown Wealth Management's portfolio in Q3 2026, its #27 holding.
Brown Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2023 and has held it in 13 quarters since.
Brown Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $8.73M in Q3 2025.
527 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.