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Prosperity Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Prosperity Planning’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 		$2.08M Sell
31,170
-523
-2% -$34.6K 0.46% 41
2026
Q2 		$2.17M Sell
31,693
-901
-3% -$58.8K 0.5% 40
2026
Q1 		$1.85M Sell
32,594
-166
-0.5% -$9.76K 0.47% 42
2025
Q4 		$1.79M Buy
32,760
+3,397
+12% +$185K 0.47% 44
2025
Q3 		$1.57M Sell
29,363
-720
-2% -$36.2K 0.42% 46
2025
Q2 		$1.45M Sell
30,083
-367
-1% -$16.5K 0.42% 45
2025
Q1 		$1.33M Buy
30,450
+318
+1% +$13.8K 0.42% 45
2024
Q4 		$1.26M Buy
30,132
+32
+0.1% +$1.42K 0.4% 47
2024
Q3 		$1.38M Sell
30,100
-428
-1% -$18.5K 0.44% 44
2024
Q2 		$1.3M Sell
30,528
-416
-1% -$17.4K 0.44% 41
2024
Q1 		$1.27M Buy
30,944
+926
+3% +$36.8K 0.44% 41
2023
Q4 		$1.21M Buy
30,018
+256
+0.9% +$9.88K 0.45% 43
2023
Q3 		$1.13M Buy
29,762
+501
+2% +$19.8K 0.47% 44
2023
Q2 		$1.16M Sell
29,261
-39
-0.1% -$1.53K 0.48% 43
2023
Q1 		$1.16M Sell
29,300
-1,322
-4% -$52.6K 0.5% 44
2022
Q4 		$1.05M Hold
30,622
– – 0.52% 41
2022
Q3 		$1.07M Sell
30,622
-122
-0.4% -$4.76K 0.56% 39
2022
Q2 		$1.29M Hold
30,744
– – 0.66% 35
2022
Q1 		$1.41M Hold
30,744
– – 0.69% 32
2021
Q4 		$1.5M Buy
30,744
+1,417
+5% +$71.3K 0.76% 31
2021
Q3 		$1.48M Buy
29,327
+269
+0.9% +$14K 0.81% 31
2021
Q2 		$1.6M Sell
29,058
-429
-1% -$23.3K 0.99% 27
2021
Q1 		$1.57M Buy
29,487
+30
+0.1% +$1.64K 1.12% 25
2020
Q4 		$1.52M Buy
+29,457
New +$1.42M 1.29% 25

Other funds holding EEM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Prosperity Planning's EEM Position: Q3 2026 in Review

Prosperity Planning reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.7% in Q3 2026, selling an estimated $34.6K and leaving 31,170 shares worth $2.08M. The position accounts for 0.46% of the portfolio, ranked #41.

Prosperity Planning first reported a position in EEM in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.17M in Q2 2026. 95 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Prosperity Planning held 31,170 shares of iShares MSCI Emerging Markets ETF worth $2.08M as of Q3 2026.
  • Prosperity Planning sold 523 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $34.6K.
  • iShares MSCI Emerging Markets ETF made up 0.46% of Prosperity Planning's portfolio in Q3 2026, its #41 holding.
  • Prosperity Planning first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 24 quarters since.
  • Prosperity Planning's iShares MSCI Emerging Markets ETF position peaked at $2.17M in Q2 2026.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.