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

PFW 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	$7.99M	Sell	119,574 -22	-0%	-$1.46K	2.37%	9
2026 Q2	$8.18M	Sell	119,596 -2,910	-2%	-$190K	2.39%	9
2026 Q1	$6.96M	Sell	122,506 -6,572	-5%	-$387K	2.19%	9
2025 Q4	$7.06M	Sell	129,078 -8,960	-6%	-$487K	2.13%	9
2025 Q3	$7.37M	Sell	138,038 -5,193	-4%	-$261K	2.18%	8
2025 Q2	$6.91M	Sell	143,231 -14,226	-9%	-$640K	2.13%	8
2025 Q1	$6.88M	Sell	157,457 -1,270	-0.8%	-$55.2K	2.16%	8
2024 Q4	$6.64M	Buy	+158,727	New	+$7.03M	2.04%	10
2024 Q2	$7.3M	Sell	171,499 -17,752	-9%	-$745K	2.32%	9
2024 Q1	$7.77M	Sell	189,251 -122,152	-39%	-$4.86M	2.38%	9
2023 Q4	$12.5M	Sell	311,403 -88,475	-22%	-$3.42M	4%	6
2023 Q3	$15.2M	Sell	399,878 -1,320	-0.3%	-$52.3K	5.36%	5
2023 Q2	$15.9M	Buy	+401,198	New	+$15.8M	5.29%	5
2019 Q3	$7.83M	Buy	+170,805	New	+$7.05M	2.37%	8

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

PFW Advisors's EEM Position: Q3 2026 in Review

PFW Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.02% in Q3 2026, selling an estimated $1.46K and leaving 119,574 shares worth $7.99M. The position accounts for 2.37% of the portfolio, ranked #9.

PFW Advisors first reported a position in EEM in Q3 2019 and has held it in 14 quarters since. The position peaked at $15.9M in Q2 2023. 480 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

PFW Advisors held 119,574 shares of iShares MSCI Emerging Markets ETF worth $7.99M as of Q3 2026.
PFW Advisors sold 22 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $1.46K.
iShares MSCI Emerging Markets ETF made up 2.37% of PFW Advisors's portfolio in Q3 2026, its #9 holding.
PFW Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's iShares MSCI Emerging Markets ETF position peaked at $15.9M in Q2 2023.
480 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.