Private Wealth Group
EEM icon

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

Private 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 		$331K Hold
4,960
– – 0.13% 53
2026
Q2 		$339K Hold
4,960
– – 0.13% 57
2026
Q1 		$282K Hold
4,960
– – 0.13% 55
2025
Q4 		$271K Hold
4,960
– – 0.13% 59
2025
Q3 		$265K Hold
4,960
– – 0.13% 58
2025
Q2 		$239K Hold
4,960
– – 0.13% 60
2025
Q1 		$217K Sell
4,960
-13,608
-73% -$591K 0.13% 55
2024
Q4 		$777K Hold
18,568
– – 0.38% 39
2024
Q3 		$852K Hold
18,568
– – 0.43% 38
2024
Q2 		$791K Hold
18,568
– – 0.42% 37
2024
Q1 		$763K Hold
18,568
– – 0.4% 37
2023
Q4 		$747K Sell
18,568
-15,728
-46% -$607K 0.42% 35
2023
Q3 		$1.3M Sell
34,296
-681
-2% -$27K 0.85% 22
2023
Q2 		$1.38M Sell
34,977
-1,320
-4% -$51.9K 1.42% 20
2023
Q1 		$1.43M Buy
36,297
+1,320
+4% +$52.5K 1.97% 14
2022
Q4 		$1.33M Sell
34,977
-27,000
-44% -$996K 1.88% 17
2022
Q3 		$2.16M Buy
61,977
+17,813
+40% +$695K 3.38% 8
2022
Q2 		$1.77M Buy
44,164
+15,971
+57% +$670K 2.19% 13
2022
Q1 		$1.27M Buy
28,193
+4,897
+21% +$231K 0.94% 21
2021
Q4 		$1.14M Sell
23,296
-1,976
-8% -$99.4K 0.77% 22
2021
Q3 		$1.27M Buy
25,272
+12,279
+95% +$639K 0.84% 22
2021
Q2 		$717K Buy
12,993
+1,850
+17% +$101K 0.47% 29
2021
Q1 		$594K Buy
+11,143
New +$610K 0.42% 28
2020
Q1 		– Sell
-15,548
Closed -$698K – 30
2019
Q4 		$698K Buy
+15,548
New +$667K 0.73% 24
2018
Q2 		– Sell
-86,776
Closed -$4.19M – 28
2018
Q1 		$4.19M Buy
86,776
+12,065
+16% +$592K 7.12% 5
2017
Q4 		$3.52M Buy
+74,711
New +$3.46M 4.06% 9

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
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

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

Private Wealth Group held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 4,960 shares worth $331K. The position accounts for 0.13% of the portfolio, ranked #53.

Private Wealth Group first reported a position in EEM in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.19M in Q1 2018. 965 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Private Wealth Group held 4,960 shares of iShares MSCI Emerging Markets ETF worth $331K as of Q3 2026.
  • Private Wealth Group left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares MSCI Emerging Markets ETF made up 0.13% of Private Wealth Group's portfolio in Q3 2026, its #53 holding.
  • Private Wealth Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 26 quarters since.
  • Private Wealth Group's iShares MSCI Emerging Markets ETF position peaked at $4.19M in Q1 2018.
  • 965 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.