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

LifeGoal Wealth Advisors’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 		$380K Hold
5,684
– – 0.12% 107
2026
Q2 		$389K Buy
+5,684
New +$371K 0.18% 80

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

LifeGoal Wealth Advisors's EEM Position: Q3 2026 in Review

LifeGoal Wealth Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 5,684 shares worth $380K. The position accounts for 0.12% of the portfolio, ranked #107.

LifeGoal Wealth Advisors first reported a position in EEM in Q2 2026 and has held it in 2 quarters since. The position peaked at $389K in Q2 2026. 95 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • LifeGoal Wealth Advisors held 5,684 shares of iShares MSCI Emerging Markets ETF worth $380K as of Q3 2026.
  • LifeGoal Wealth Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares MSCI Emerging Markets ETF made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #107 holding.
  • LifeGoal Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $389K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.