Midwest Trust’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Midwest Trust’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	$3.25M	Sell	48,625 -591	-1%	-$39.1K	0.04%	245
2026 Q2	$3.37M	Buy	49,216 +1,941	+4%	+$127K	0.04%	245
2026 Q1	$2.68M	Sell	47,275 -2,158	-4%	-$127K	0.03%	261
2025 Q4	$2.7M	Sell	49,433 -48,059	-49%	-$2.61M	0.03%	252
2025 Q3	$5.21M	Buy	97,492 +20,142	+26%	+$1.01M	0.07%	208
2025 Q2	$3.73M	Buy	+77,350	New	+$3.48M	0.05%	226

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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 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

Midwest Trust's EEM Position: Q3 2026 in Review

Midwest Trust reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.2% in Q3 2026, selling an estimated $39.1K and leaving 48,625 shares worth $3.25M. The position accounts for 0.04% of the portfolio, ranked #245.

Midwest Trust first reported a position in EEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.21M in Q3 2025. 505 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Midwest Trust held 48,625 shares of iShares MSCI Emerging Markets ETF worth $3.25M as of Q3 2026.
Midwest Trust sold 591 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $39.1K.
iShares MSCI Emerging Markets ETF made up 0.04% of Midwest Trust's portfolio in Q3 2026, its #245 holding.
Midwest Trust first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares MSCI Emerging Markets ETF position peaked at $5.21M in Q3 2025.
505 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.