NWF Advisory Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

NWF Advisory Services’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	$2.29M	Buy	34,331 +3,829	+13%	+$253K	0.21%	86
2026 Q2	$2.09M	Buy	30,502 +8,494	+39%	+$555K	0.2%	93
2026 Q1	$1.25M	Buy	22,008 +3,702	+20%	+$218K	0.14%	118
2025 Q4	$1M	Buy	18,306 +947	+5%	+$51.5K	0.11%	126
2025 Q3	$927K	Buy	17,359 +426	+3%	+$21.4K	0.1%	139
2025 Q2	$817K	Buy	16,933 +1,583	+10%	+$71.2K	0.1%	149
2025 Q1	$671K	Sell	15,350 -1,135	-7%	-$49.3K	0.09%	143
2024 Q4	$689K	Sell	16,485 -1,308	-7%	-$58K	0.1%	106
2024 Q3	$816K	Sell	17,793 -4,801	-21%	-$207K	0.12%	123
2024 Q2	$962K	Sell	22,594 -1,730	-7%	-$72.6K	0.15%	103
2024 Q1	$999K	Sell	24,324 -301	-1%	-$12K	0.17%	102
2023 Q4	$990K	Buy	+24,625	New	+$951K	0.2%	94

Other funds holding EEM

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NWF Advisory Services's EEM Position: Q3 2026 in Review

NWF Advisory Services increased its iShares MSCI Emerging Markets ETF (EEM) stake by 13% in Q3 2026, buying an estimated $253K and bringing the position to 34,331 shares worth $2.29M. The position accounts for 0.21% of the portfolio, ranked #86.

NWF Advisory Services first reported a position in EEM in Q4 2023 and has held it in 12 quarters since. 400 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

NWF Advisory Services held 34,331 shares of iShares MSCI Emerging Markets ETF worth $2.29M as of Q3 2026.
NWF Advisory Services bought 3,829 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $253K.
iShares MSCI Emerging Markets ETF made up 0.21% of NWF Advisory Services's portfolio in Q3 2026, its #86 holding.
NWF Advisory Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
400 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.