Clune & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Clune & Associates’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	$3.49M	Sell	52,296 -634	-1%	-$41.9K	0.53%	42
2026 Q2	$3.62M	Sell	52,930 -4,179	-7%	-$273K	0.55%	40
2026 Q1	$3.24M	Sell	57,109 -1,177	-2%	-$69.2K	0.61%	42
2025 Q4	$3.19M	Buy	58,286 +1,596	+3%	+$86.8K	0.69%	45
2025 Q3	$3.03M	Buy	56,690 +1,301	+2%	+$65.3K	0.76%	43
2025 Q2	$2.67M	Buy	55,389 +2,088	+4%	+$93.9K	0.73%	44
2025 Q1	$2.33M	Buy	53,301 +5,175	+11%	+$225K	0.72%	43
2024 Q4	$2.01M	Buy	+48,126	New	+$2.13M	0.67%	45

Other funds holding EEM

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

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Clune & Associates's EEM Position: Q3 2026 in Review

Clune & Associates reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.2% in Q3 2026, selling an estimated $41.9K and leaving 52,296 shares worth $3.49M. The position accounts for 0.53% of the portfolio, ranked #42.

Clune & Associates first reported a position in EEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.62M in Q2 2026. 374 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Clune & Associates held 52,296 shares of iShares MSCI Emerging Markets ETF worth $3.49M as of Q3 2026.
Clune & Associates sold 634 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $41.9K.
iShares MSCI Emerging Markets ETF made up 0.53% of Clune & Associates's portfolio in Q3 2026, its #42 holding.
Clune & Associates first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares MSCI Emerging Markets ETF position peaked at $3.62M in Q2 2026.
374 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.