Eclectic Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Eclectic Associates’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	$904K	Buy	13,533 +38	+0.3%	+$2.51K	0.1%	81
2026 Q2	$923K	Sell	13,495 -65	-0.5%	-$4.24K	0.11%	84
2026 Q1	$770K	Buy	13,560 +6,077	+81%	+$357K	0.1%	86
2025 Q4	$409K	Buy	+7,483	New	+$407K	0.06%	103

Other funds holding EEM

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Eclectic Associates's EEM Position: Q3 2026 in Review

Eclectic Associates increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.28% in Q3 2026, buying an estimated $2.51K and bringing the position to 13,533 shares worth $904K. The position accounts for 0.1% of the portfolio, ranked #81.

Eclectic Associates first reported a position in EEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $923K in Q2 2026. 410 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Eclectic Associates held 13,533 shares of iShares MSCI Emerging Markets ETF worth $904K as of Q3 2026.
Eclectic Associates bought 38 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $2.51K.
iShares MSCI Emerging Markets ETF made up 0.1% of Eclectic Associates's portfolio in Q3 2026, its #81 holding.
Eclectic Associates first reported a position in iShares MSCI Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
Eclectic Associates's iShares MSCI Emerging Markets ETF position peaked at $923K in Q2 2026.
410 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.