Delap Wealth Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Delap Wealth Advisory’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	$730K	Hold	10,925	–	–	0.25%	42
2026 Q2	$747K	Sell	10,925 -239	-2%	-$15.6K	0.25%	45
2026 Q1	$634K	Sell	11,164 -641	-5%	-$37.7K	0.24%	49
2025 Q4	$646K	Sell	11,805 -36	-0.3%	-$1.96K	0.25%	47
2025 Q3	$637K	Sell	11,841 -98	-0.8%	-$4.92K	0.27%	41
2025 Q2	$576K	Sell	11,939 -178	-1%	-$8K	0.28%	39
2025 Q1	$530K	Hold	12,117	–	–	0.3%	41
2024 Q4	$507K	Buy	12,117 +257	+2%	+$11.4K	0.3%	38
2024 Q3	$544K	Sell	11,860 -5,429	-31%	-$234K	0.34%	33
2024 Q2	$736K	Sell	17,289 -230	-1%	-$9.6K	0.34%	34
2024 Q1	$720K	Sell	17,519 -17,519	-50%	-$697K	0.29%	51
2023 Q4	$1.41M	Buy	35,038 +15,208	+77%	+$587K	0.64%	30
2023 Q3	$753K	Hold	19,830	–	–	0.73%	23
2023 Q2	$784K	Sell	19,830 -6,188	-24%	-$243K	0.77%	20
2023 Q1	$1.03M	Sell	26,018 -1,179	-4%	-$46.9K	1.05%	21
2022 Q4	$1.03M	Buy	+27,197	New	+$1M	1.08%	22

Other funds holding EEM

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Delap Wealth Advisory's EEM Position: Q3 2026 in Review

Delap Wealth Advisory held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 10,925 shares worth $730K. The position accounts for 0.25% of the portfolio, ranked #42.

Delap Wealth Advisory first reported a position in EEM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q4 2023. 708 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Delap Wealth Advisory held 10,925 shares of iShares MSCI Emerging Markets ETF worth $730K as of Q3 2026.
Delap Wealth Advisory left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets ETF made up 0.25% of Delap Wealth Advisory's portfolio in Q3 2026, its #42 holding.
Delap Wealth Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 16 quarters since.
Delap Wealth Advisory's iShares MSCI Emerging Markets ETF position peaked at $1.41M in Q4 2023.
708 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.