Sincerus Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sincerus Advisory’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	$2.65M	Buy	39,722 +1,532	+4%	+$101K	1.73%	17
2026 Q2	$2.61M	Sell	38,190 -753	-2%	-$49.2K	1.77%	15
2026 Q1	$2.21M	Sell	38,943 -1,250	-3%	-$73.5K	1.68%	18
2025 Q4	$2.2M	Buy	40,193 +546	+1%	+$29.7K	1.77%	17
2025 Q3	$2.12M	Buy	39,647 +2,631	+7%	+$132K	1.81%	15
2025 Q2	$1.83M	Buy	37,016 +840	+2%	+$37.8K	1.72%	17
2025 Q1	$1.58M	Sell	36,176 -938	-3%	-$40.7K	1.67%	19
2024 Q4	$1.55M	Buy	+37,114	New	+$1.64M	1.66%	18

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

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

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

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Sincerus Advisory's EEM Position: Q3 2026 in Review

Sincerus Advisory increased its iShares MSCI Emerging Markets ETF (EEM) stake by 4% in Q3 2026, buying an estimated $101K and bringing the position to 39,722 shares worth $2.65M. The position accounts for 1.73% of the portfolio, ranked #17.

Sincerus Advisory first reported a position in EEM in Q4 2024 and has held it in 8 quarters since. 445 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Sincerus Advisory held 39,722 shares of iShares MSCI Emerging Markets ETF worth $2.65M as of Q3 2026.
Sincerus Advisory bought 1,532 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $101K.
iShares MSCI Emerging Markets ETF made up 1.73% of Sincerus Advisory's portfolio in Q3 2026, its #17 holding.
Sincerus Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
445 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.