David J. Yvars Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

David J. Yvars Group’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	$671K	Buy	10,045 +529	+6%	+$35K	0.31%	43
2026 Q2	$651K	Buy	9,516 +1,569	+20%	+$102K	0.31%	49
2026 Q1	$451K	Sell	7,947 -118	-1%	-$6.94K	0.25%	52
2025 Q4	$441K	Buy	8,065 +1,669	+26%	+$90.8K	0.23%	50
2025 Q3	$342K	Sell	6,396 -1,676	-21%	-$84.2K	0.18%	64
2025 Q2	$389K	Buy	+8,072	New	+$363K	0.23%	50

Other funds holding EEM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CGFA

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

FHC

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

David J. Yvars Group's EEM Position: Q3 2026 in Review

David J. Yvars Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 5.6% in Q3 2026, buying an estimated $35K and bringing the position to 10,045 shares worth $671K. The position accounts for 0.31% of the portfolio, ranked #43.

David J. Yvars Group first reported a position in EEM in Q2 2025 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

David J. Yvars Group held 10,045 shares of iShares MSCI Emerging Markets ETF worth $671K as of Q3 2026.
David J. Yvars Group bought 529 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $35K.
iShares MSCI Emerging Markets ETF made up 0.31% of David J. Yvars Group's portfolio in Q3 2026, its #43 holding.
David J. Yvars Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.