MHR
EEM icon

Matthew Hamilton Rosenberg’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Matthew Hamilton Rosenberg’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 		$84.9K Sell
1,271
-19
-1% -$1.26K 0.02% 369
2026
Q2 		$88.2K Sell
1,290
-228
-15% -$14.9K 0.02% 362
2026
Q1 		$86.2K Hold
1,518
– – 0.02% 348
2025
Q4 		$83K Sell
1,518
-3
-0.2% -$163 0.02% 355
2025
Q3 		$81.2K Sell
1,521
-87
-5% -$4.37K 0.02% 362
2025
Q2 		$77.6K Hold
1,608
– – 0.02% 378
2025
Q1 		$70.3K Hold
1,608
– – 0.02% 368
2024
Q4 		$67.2K Sell
1,608
-52
-3% -$2.3K 0.02% 372
2024
Q3 		$76.1K Sell
1,660
-469
-22% -$20.2K 0.02% 363
2024
Q2 		$90.9K Buy
2,129
+1,532
+257% +$64.3K 0.03% 318
2024
Q1 		$24.6K Sell
597
-11
-2% -$438 0.01% 519
2023
Q4 		$24.4K Hold
608
– – 0.01% 514
2023
Q3 		$23.1K Hold
608
– – 0.01% 513
2023
Q2 		$24.1K Sell
608
-384
-39% -$15.1K 0.01% 520
2023
Q1 		$39.1K Sell
992
-100
-9% -$3.98K 0.01% 513
2022
Q4 		$41.4K Sell
1,092
-152
-12% -$5.61K 0.01% 508
2022
Q3 		$43K Sell
1,244
-1,887
-60% -$73.6K 0.02% 474
2022
Q2 		$125K Buy
3,131
+795
+34% +$33.4K 0.05% 253
2022
Q1 		$105K Hold
2,336
– – 0.04% 298
2021
Q4 		$114K Hold
2,336
– – 0.04% 273
2021
Q3 		$118K Buy
2,336
+95
+4% +$4.95K 0.05% 255
2021
Q2 		$124K Sell
2,241
-61
-3% -$3.31K 0.06% 224
2021
Q1 		$123K Hold
2,302
– – 0.07% 217
2020
Q4 		$119K Sell
2,302
-324
-12% -$15.6K 0.07% 203
2020
Q3 		$116K Hold
2,626
– – 0.09% 171
2020
Q2 		$105K Buy
2,626
+1,587
+153% +$59.4K 0.08% 176
2020
Q1 		$36K Buy
+1,039
New +$42.6K 0.04% 303

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

Matthew Hamilton Rosenberg's EEM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.5% in Q3 2026, selling an estimated $1.26K and leaving 1,271 shares worth $84.9K. The position accounts for 0.02% of the portfolio, ranked #369.

Matthew Hamilton Rosenberg first reported a position in EEM in Q1 2020 and has held it in 27 quarters since. The position peaked at $125K in Q2 2022. 95 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,271 shares of iShares MSCI Emerging Markets ETF worth $84.9K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 19 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $1.26K.
  • iShares MSCI Emerging Markets ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #369 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's iShares MSCI Emerging Markets ETF position peaked at $125K in Q2 2022.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.