Gradient Investments’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Gradient Investments’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	$45.3M	Buy	+678,267	New	+$44.9M	0.65%	42
2024 Q3	–	Sell	-536	Closed	-$22.8K	–	583
2024 Q2	$22.8K	Buy	536 +4	+0.8%	+$168	﹤0.01%	618
2024 Q1	$21.9K	Sell	532 -663	-55%	-$26.4K	﹤0.01%	529
2023 Q4	$48.1K	Hold	1,195	–	–	﹤0.01%	547
2023 Q3	$45.4K	Sell	1,195 -884	-43%	-$35K	﹤0.01%	525
2023 Q2	$82.2K	Buy	2,079 +884	+74%	+$34.8K	﹤0.01%	429
2023 Q1	$47.2K	Sell	1,195 -167	-12%	-$6.64K	﹤0.01%	505
2022 Q4	$51.6K	Buy	1,362 +321	+31%	+$11.8K	﹤0.01%	497
2022 Q3	$36K	Sell	1,041 -4	-0.4%	-$156	﹤0.01%	535
2022 Q2	$42K	Buy	1,045 +125	+14%	+$5.24K	﹤0.01%	498
2022 Q1	$42K	Sell	920 -300	-25%	-$14.2K	﹤0.01%	503
2021 Q4	$60K	Buy	1,220 +300	+33%	+$15.1K	﹤0.01%	449
2021 Q3	$46K	Sell	920 -58	-6%	-$3.02K	﹤0.01%	485
2021 Q2	$54K	Sell	978 -742	-43%	-$40.3K	﹤0.01%	459
2021 Q1	$92K	Sell	1,720 -400	-19%	-$21.9K	﹤0.01%	375
2020 Q4	$93K	Hold	2,120	–	–	﹤0.01%	325
2020 Q3	$93K	Sell	2,120 -2,551	-55%	-$112K	﹤0.01%	325
2020 Q2	$187K	Buy	4,671 +2,611	+127%	+$97.7K	0.01%	248
2020 Q1	$70K	Sell	2,060 -464	-18%	-$19K	﹤0.01%	314
2019 Q4	$113K	Buy	2,524 +959	+61%	+$41.2K	0.01%	304
2019 Q3	$64K	Buy	1,565 +472	+43%	+$19.5K	﹤0.01%	346
2019 Q2	$47K	Sell	1,093 -1,218	-53%	-$51.7K	﹤0.01%	389
2019 Q1	$99K	Sell	2,311 -293	-11%	-$12.3K	0.01%	285
2018 Q4	$102K	Sell	2,604 -3,421	-57%	-$137K	0.01%	265
2018 Q3	$289K	Buy	6,025 +3,402	+130%	+$147K	0.01%	222
2018 Q2	$114K	Sell	2,623 -1,300	-33%	-$60.2K	0.01%	258
2018 Q1	$189K	Sell	3,923 -4,540	-54%	-$223K	0.01%	233
2017 Q4	$399K	Sell	8,463 -2,665	-24%	-$123K	0.02%	208
2017 Q3	$499K	Sell	11,128 -4,145	-27%	-$182K	0.03%	159
2017 Q2	$632K	Sell	15,273 -1,622	-10%	-$66K	0.04%	140
2017 Q1	$665K	Sell	16,895 -2,327	-12%	-$88.4K	0.05%	113
2016 Q4	$673K	Buy	19,222 +504	+3%	+$18.2K	0.06%	115
2016 Q3	$701K	Sell	18,718 -1,800	-9%	-$65.8K	0.07%	110
2016 Q2	$705K	Sell	20,518 -2,198	-10%	-$73.8K	0.08%	105
2016 Q1	$778K	Buy	22,716 +21,100	+1,306%	+$654K	0.1%	100
2015 Q4	$52K	Sell	1,616 -39,858	-96%	-$1.37M	0.01%	249
2015 Q3	$1.36M	Sell	41,474 -6,957	-14%	-$246K	0.19%	97
2015 Q2	$1.92M	Sell	48,431 -6,300	-12%	-$264K	0.26%	93
2015 Q1	$2.2M	Sell	54,731 -7,800	-12%	-$310K	0.33%	88
2014 Q4	$2.46M	Sell	62,531 -13,793	-18%	-$561K	0.4%	74
2014 Q3	$3.17M	Buy	76,324 +13,802	+22%	+$610K	0.57%	28
2014 Q2	$2.64M	Sell	62,522 -9,200	-13%	-$391K	0.52%	43
2014 Q1	$2.88M	Sell	71,722 -7,500	-9%	-$294K	0.67%	24
2013 Q4	$3.31M	Sell	79,222 -397	-0.5%	-$16.6K	0.88%	24
2013 Q3	$3.24M	Buy	79,619 +1,898	+2%	+$75.2K	1.02%	21
2013 Q2	$2.99M	Buy	+77,721	New	+$3.23M	1.12%	20

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

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 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

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

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

Gradient Investments's EEM Position: Q3 2026 in Review

Gradient Investments opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q3 2026: 678,267 shares worth $45.3M. The stake represents 0.65% of the portfolio and ranks #42 among its holdings. This is a return to the name: Gradient Investments previously reported a position in EEM as recently as Q2 2024.

Gradient Investments first reported a position in EEM in Q2 2013 and has held it in 46 quarters since. 446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Gradient Investments held 678,267 shares of iShares MSCI Emerging Markets ETF worth $45.3M as of Q3 2026.
iShares MSCI Emerging Markets ETF was a new Gradient Investments position in Q3 2026.
iShares MSCI Emerging Markets ETF made up 0.65% of Gradient Investments's portfolio in Q3 2026, its #42 holding.
Gradient Investments first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 46 quarters since.
446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.