KWB Wealth
EEM icon

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

KWB Wealth’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 		$205K Sell
3,067
-62
-2% -$4.1K 0.02% 174
2026
Q2 		$214K Buy
+3,129
New +$204K 0.02% 165

Other funds holding EEM

GF
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
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

KWB Wealth's EEM Position: Q3 2026 in Review

KWB Wealth reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2% in Q3 2026, selling an estimated $4.1K and leaving 3,067 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #174.

KWB Wealth first reported a position in EEM in Q2 2026 and has held it in 2 quarters since. The position peaked at $214K in Q2 2026. 483 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • KWB Wealth held 3,067 shares of iShares MSCI Emerging Markets ETF worth $205K as of Q3 2026.
  • KWB Wealth sold 62 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $4.1K.
  • iShares MSCI Emerging Markets ETF made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #174 holding.
  • KWB Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • KWB Wealth's iShares MSCI Emerging Markets ETF position peaked at $214K in Q2 2026.
  • 483 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

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