Sound Income Strategies’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sound Income Strategies’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	$387K	Buy	5,848 +327	+6%	+$21.6K	0.02%	326
2026 Q2	$378K	Buy	5,521 +1,229	+29%	+$80.3K	0.02%	328
2026 Q1	$246K	Buy	4,292 +1,911	+80%	+$112K	0.01%	365
2025 Q4	$138K	Buy	2,381 +905	+61%	+$49.2K	0.01%	501
2025 Q3	$79.6K	Hold	1,476	–	–	﹤0.01%	453
2025 Q2	$71.2K	Buy	1,476 +524	+55%	+$23.6K	﹤0.01%	453
2025 Q1	$41.6K	Hold	952	–	–	﹤0.01%	550
2024 Q4	$39.8K	Buy	952 +16	+2%	+$709	﹤0.01%	524
2024 Q3	$42.9K	Hold	936	–	–	﹤0.01%	473
2024 Q2	$39.9K	Buy	936 +765	+447%	+$32.1K	﹤0.01%	478
2024 Q1	$7.01K	Sell	171 -1,264	-88%	-$50.3K	﹤0.01%	840
2023 Q4	$57.7K	Buy	1,435 +1,140	+386%	+$44K	﹤0.01%	375
2023 Q3	$11.2K	Hold	295	–	–	﹤0.01%	560
2023 Q2	$11.7K	Sell	295 -12	-4%	-$472	﹤0.01%	544
2023 Q1	$12.1K	Hold	307	–	–	﹤0.01%	515
2022 Q4	$11.6K	Buy	307 +3	+1%	+$111	﹤0.01%	487
2022 Q3	$11K	Hold	304	–	–	﹤0.01%	448
2022 Q2	$12K	Buy	304 +14	+5%	+$587	﹤0.01%	437
2022 Q1	$13K	Hold	290	–	–	﹤0.01%	419
2021 Q4	$14K	Buy	290 +2	+0.7%	+$101	﹤0.01%	426
2021 Q3	$14K	Hold	288	–	–	﹤0.01%	401
2021 Q2	$16K	Sell	288 -99	-26%	-$5.38K	﹤0.01%	386
2021 Q1	$20.6K	Buy	387 +100	+35%	+$5.47K	﹤0.01%	352
2020 Q4	$15K	Sell	287 -710	-71%	-$34.1K	﹤0.01%	373
2020 Q3	$44K	Hold	997	–	–	0.01%	194
2020 Q2	$40K	Buy	997 +1	+0.1%	+$37	0.01%	181
2020 Q1	$34K	Hold	996	–	–	0.01%	170
2019 Q4	$45K	Buy	996 +715	+254%	+$30.7K	0.01%	140
2019 Q3	$11K	Hold	281	–	–	﹤0.01%	295
2019 Q2	$12K	Buy	281 +2	+0.7%	+$85	﹤0.01%	300
2019 Q1	$12K	Hold	279	–	–	0.01%	303
2018 Q4	$11K	Buy	+279	New	+$11.2K	0.01%	312
2018 Q2	–	Sell	-15	Closed	-$1K	–	659
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	520
2017 Q4	$1K	Buy	+15	New	+$694	﹤0.01%	448

Other funds holding EEM

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

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

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

Sound Income Strategies's EEM Position: Q3 2026 in Review

Sound Income Strategies increased its iShares MSCI Emerging Markets ETF (EEM) stake by 5.9% in Q3 2026, buying an estimated $21.6K and bringing the position to 5,848 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #326.

Sound Income Strategies first reported a position in EEM in Q4 2017 and has held it in 34 quarters since. 95 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Sound Income Strategies held 5,848 shares of iShares MSCI Emerging Markets ETF worth $387K as of Q3 2026.
Sound Income Strategies bought 327 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $21.6K.
iShares MSCI Emerging Markets ETF made up 0.02% of Sound Income Strategies's portfolio in Q3 2026, its #326 holding.
Sound Income Strategies first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 34 quarters since.
95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.