Diversify Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Diversify Wealth Management’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	$204K	Buy	+3,186	New	+$211K	﹤0.01%	1221
2026 Q2	–	Sell	-363,092	Closed	-$22.8M	–	1303
2026 Q1	$22.8M	Buy	363,092 +359,257	+9,368%	+$21.1M	0.41%	46
2025 Q4	$221K	Buy	+3,835	New	+$209K	0.01%	583

Other funds holding EEM

Greenfield FTC Reno, Nevada $743M AUM 14.64% 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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Diversify Wealth Management's EEM Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q3 2026: 3,186 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in EEM as recently as Q1 2026.

Diversify Wealth Management first reported a position in EEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.8M in Q1 2026. 480 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Diversify Wealth Management held 3,186 shares of iShares MSCI Emerging Markets ETF worth $204K as of Q3 2026.
iShares MSCI Emerging Markets ETF was a new Diversify Wealth Management position in Q3 2026.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1221 holding.
Diversify Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $22.8M in Q1 2026.
480 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.