Concord Wealth Partners
EEM icon

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

Concord 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
Q3 		$242K Sell
3,617
-319
-8% -$21.1K 0.03% 200
2026
Q2 		$269K Sell
3,936
-14
-0.4% -$914 0.03% 194
2026
Q1 		$224K Sell
3,950
-10
-0.3% -$588 0.03% 194
2025
Q4 		$217K Sell
3,960
-885
-18% -$48.1K 0.03% 188
2025
Q3 		$259K Sell
4,845
-50
-1% -$2.51K 0.04% 174
2025
Q2 		$236K Buy
4,895
+79
+2% +$3.55K 0.03% 186
2025
Q1 		$210K Sell
4,816
-385
-7% -$16.7K 0.03% 189
2024
Q4 		$218K Sell
5,201
-306
-6% -$13.6K 0.04% 193
2024
Q3 		$253K Sell
5,507
-38
-0.7% -$1.64K 0.04% 190
2024
Q2 		$236K Sell
5,545
-217
-4% -$9.1K 0.04% 182
2024
Q1 		$237K Sell
5,762
-87
-1% -$3.46K 0.04% 195
2023
Q4 		$235K Buy
5,849
+108
+2% +$4.17K 0.05% 180
2023
Q3 		$218K Hold
5,741
– – 0.05% 191
2023
Q2 		$227K Sell
5,741
-633
-10% -$24.9K 0.05% 185
2023
Q1 		$252K Sell
6,374
-511
-7% -$20.3K 0.07% 139
2022
Q4 		$261K Sell
6,885
-232
-3% -$8.56K 0.08% 138
2022
Q3 		$248K Buy
7,117
+956
+16% +$37.3K 0.08% 136
2022
Q2 		$247K Sell
6,161
-10,985
-64% -$461K 0.07% 139
2022
Q1 		$774K Buy
17,146
+3,347
+24% +$158K 0.2% 71
2021
Q4 		$674K Buy
+13,799
New +$694K 0.16% 77

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Concord Wealth Partners's EEM Position: Q3 2026 in Review

Concord Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 8.1% in Q3 2026, selling an estimated $21.1K and leaving 3,617 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #200.

Concord Wealth Partners first reported a position in EEM in Q4 2021 and has held it in 20 quarters since. The position peaked at $774K in Q1 2022. 1,118 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Concord Wealth Partners held 3,617 shares of iShares MSCI Emerging Markets ETF worth $242K as of Q3 2026.
  • Concord Wealth Partners sold 319 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $21.1K.
  • iShares MSCI Emerging Markets ETF made up 0.03% of Concord Wealth Partners's portfolio in Q3 2026, its #200 holding.
  • Concord Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 20 quarters since.
  • Concord Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $774K in Q1 2022.
  • 1,118 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.