Portside Wealth Group
EEM icon

Portside Wealth Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Portside Wealth Group’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 		$333K Buy
4,993
+2,005
+67% +$133K 0.04% 384
2026
Q2 		$204K Buy
+2,988
New +$195K 0.02% 491

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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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

Portside Wealth Group's EEM Position: Q3 2026 in Review

Portside Wealth Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 67% in Q3 2026, buying an estimated $133K and bringing the position to 4,993 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #384.

Portside Wealth Group first reported a position in EEM in Q2 2026 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Portside Wealth Group held 4,993 shares of iShares MSCI Emerging Markets ETF worth $333K as of Q3 2026.
  • Portside Wealth Group bought 2,005 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $133K.
  • iShares MSCI Emerging Markets ETF made up 0.04% of Portside Wealth Group's portfolio in Q3 2026, its #384 holding.
  • Portside Wealth Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.