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

Portus Wealth 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 		$2.94M Buy
44,029
+890
+2% +$58.9K 2.42% 10
2026
Q2 		$2.95M Buy
43,139
+42,923
+19,872% +$2.8M 2.43% 11
2026
Q1 		$12.3K Buy
+216
New +$12.7K 0.01% 120

Other funds holding EEM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Portus Wealth Advisors's EEM Position: Q3 2026 in Review

Portus Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.1% in Q3 2026, buying an estimated $58.9K and bringing the position to 44,029 shares worth $2.94M. The position accounts for 2.42% of the portfolio, ranked #10.

Portus Wealth Advisors first reported a position in EEM in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.95M in Q2 2026. 124 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Portus Wealth Advisors held 44,029 shares of iShares MSCI Emerging Markets ETF worth $2.94M as of Q3 2026.
  • Portus Wealth Advisors bought 890 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $58.9K.
  • iShares MSCI Emerging Markets ETF made up 2.42% of Portus Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • Portus Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2026 and has held it in 3 quarters since.
  • Portus Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.95M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.