Commonwealth Financial Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Commonwealth Financial 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 Q3	–	Sell	-11,491	Closed	-$786K	–	307
2026 Q2	$786K	Sell	11,491 -49,225	-81%	-$3.22M	0.11%	114
2026 Q1	$3.45M	Buy	+60,716	New	+$3.57M	0.55%	37
2017 Q1	$47K	Hold	1,182	–	–	0.05%	104
2016 Q4	$43K	Sell	1,182 -27,499	-96%	-$992K	0.04%	95
2016 Q3	$1.07M	Sell	28,681 -3,683	-11%	-$135K	1.01%	14
2016 Q2	$1.11M	Buy	32,364 +31,182	+2,638%	+$1.05M	1.31%	11
2016 Q1	$40K	Hold	1,182	–	–	0.06%	88
2015 Q4	$38K	Hold	1,182	–	–	0.13%	80
2015 Q3	$39K	Sell	1,182 -4,564	-79%	-$161K	0.05%	84
2015 Q2	$228K	Buy	5,746 +1,937	+51%	+$81K	0.25%	44
2015 Q1	$153K	Hold	3,809	–	–	0.13%	57
2014 Q4	$150K	Buy	+3,809	New	+$155K	0.13%	55

Other funds holding EEM

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

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

Commonwealth Financial Services's EEM Position: Q3 2026 in Review

Commonwealth Financial Services sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2026, closing a stake of 11,491 shares — an estimated $786K sold.

Commonwealth Financial Services first reported a position in EEM in Q4 2014 and held it in 12 quarters. The position peaked at $3.45M in Q1 2026. 575 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Commonwealth Financial Services reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2026 after selling out during the quarter.
Commonwealth Financial Services sold 11,491 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $786K.
Commonwealth Financial Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and held it in 12 quarters.
Commonwealth Financial Services's iShares MSCI Emerging Markets ETF position peaked at $3.45M in Q1 2026.
575 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.