Obermeyer Wealth Partners
EEM icon

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

Obermeyer Wealth Partners’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 		$1.73M Hold
25,911
– – 0.07% 86
2026
Q2 		$1.77M Hold
25,911
– – 0.07% 88
2026
Q1 		$1.47M Sell
25,911
-1,856
-7% -$109K 0.07% 93
2025
Q4 		$1.52M Sell
27,767
-124
-0.4% -$6.74K 0.07% 87
2025
Q3 		$1.49M Buy
27,891
+332
+1% +$16.7K 0.07% 88
2025
Q2 		$1.33M Hold
27,559
– – 0.07% 88
2025
Q1 		$1.2M Buy
27,559
+1,189
+5% +$51.6K 0.06% 87
2024
Q4 		$1.1M Buy
26,370
+132
+0.5% +$5.85K 0.06% 96
2024
Q3 		$1.2M Hold
26,238
– – 0.06% 95
2024
Q2 		$1.12M Sell
26,238
-1,205
-4% -$50.5K 0.06% 96
2024
Q1 		$1.13M Buy
27,443
+1,083
+4% +$43.1K 0.07% 93
2023
Q4 		$1.06M Hold
26,360
– – 0.07% 71
2023
Q3 		$1M Hold
26,360
– – 0.07% 65
2023
Q2 		$1.04M Buy
26,360
+251
+1% +$9.9K 0.08% 68
2023
Q1 		$1.03M Hold
26,109
– – 0.08% 70
2022
Q4 		$990K Buy
26,109
+274
+1% +$10.1K 0.07% 73
2022
Q3 		$901K Buy
25,835
+131
+0.5% +$5.11K 0.07% 69
2022
Q2 		$1.03M Buy
25,704
+5,066
+25% +$213K 0.08% 67
2022
Q1 		$932K Buy
20,638
+9
+0% +$425 0.06% 78
2021
Q4 		$1.01M Buy
20,629
+1,227
+6% +$61.7K 0.05% 74
2021
Q3 		$977K Hold
19,402
– – 0.05% 75
2021
Q2 		$1.07M Buy
19,402
+71
+0.4% +$3.86K 0.06% 74
2021
Q1 		$1.03M Buy
19,331
+805
+4% +$44.1K 0.06% 77
2020
Q4 		$957K Buy
18,526
+1,059
+6% +$50.9K 0.06% 63
2020
Q3 		$770K Buy
17,467
+1,393
+9% +$61.1K 0.06% 64
2020
Q2 		$643K Buy
16,074
+91
+0.6% +$3.41K 0.05% 63
2020
Q1 		$546K Hold
15,983
– – 0.06% 61
2019
Q4 		$717K Buy
15,983
+38
+0.2% +$1.63K 0.06% 66
2019
Q3 		$652K Hold
15,945
– – 0.06% 65
2019
Q2 		$684K Buy
15,945
+2,613
+20% +$111K 0.06% 65
2019
Q1 		$572K Buy
13,332
+6,120
+85% +$258K 0.05% 72
2018
Q4 		$282K Buy
+7,212
New +$289K 0.03% 96
2013
Q3 		– Sell
-70
Closed -$3K – 131
2013
Q2 		$3K Buy
+70
New +$2.9K ﹤0.01% 326

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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

Obermeyer Wealth Partners's EEM Position: Q3 2026 in Review

Obermeyer Wealth Partners held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 25,911 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #86.

Obermeyer Wealth Partners first reported a position in EEM in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.77M in Q2 2026. 590 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Obermeyer Wealth Partners held 25,911 shares of iShares MSCI Emerging Markets ETF worth $1.73M as of Q3 2026.
  • Obermeyer Wealth Partners left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares MSCI Emerging Markets ETF made up 0.07% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #86 holding.
  • Obermeyer Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 33 quarters since.
  • Obermeyer Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $1.77M in Q2 2026.
  • 590 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.