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Heritage Wealth Architects’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Heritage Wealth Architects’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 		$697K Sell
10,305
-800
-7% -$52.9K 0.28% 37
2026
Q2 		$716K Sell
11,105
-155
-1% -$10.1K 0.29% 40
2026
Q1 		$722K Buy
11,260
+943
+9% +$55.5K 0.3% 37
2025
Q4 		$609K Sell
10,317
-1,399
-12% -$76.1K 0.28% 41
2025
Q3 		$626K Buy
11,716
+5,716
+95% +$287K 0.39% 34
2025
Q2 		$289K Buy
+6,000
New +$270K 0.21% 40

Other funds holding EEM

GI
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
CA
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
PA
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

Heritage Wealth Architects's EEM Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 7.2% in Q3 2026, selling an estimated $52.9K and leaving 10,305 shares worth $697K. The position accounts for 0.28% of the portfolio, ranked #37.

Heritage Wealth Architects first reported a position in EEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $722K in Q1 2026. 95 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Heritage Wealth Architects held 10,305 shares of iShares MSCI Emerging Markets ETF worth $697K as of Q3 2026.
  • Heritage Wealth Architects sold 800 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $52.9K.
  • iShares MSCI Emerging Markets ETF made up 0.28% of Heritage Wealth Architects's portfolio in Q3 2026, its #37 holding.
  • Heritage Wealth Architects first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
  • Heritage Wealth Architects's iShares MSCI Emerging Markets ETF position peaked at $722K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.