Summit Financial Consulting’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Summit Financial Consulting’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	$3.63M	Sell	54,360 -63,893	-54%	-$4.23M	2.66%	10
2026 Q2	$8.09M	Sell	118,253 -15,817	-12%	-$1.03M	5.49%	5
2026 Q1	$7.61M	Sell	134,070 -3,134	-2%	-$184K	5.45%	5
2025 Q4	$7.51M	Buy	137,204 +11,666	+9%	+$634K	5.45%	5
2025 Q3	$6.7M	Buy	125,538 +78,699	+168%	+$3.95M	5.35%	7
2025 Q2	$2.26M	Buy	+46,839	New	+$2.11M	2.03%	10

Other funds holding EEM

Greenfield FTC Reno, Nevada $743M AUM 14.64% 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

BWCS

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

CGFA

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Summit Financial Consulting's EEM Position: Q3 2026 in Review

Summit Financial Consulting reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 54% in Q3 2026, selling an estimated $4.23M and leaving 54,360 shares worth $3.63M. The position accounts for 2.66% of the portfolio, ranked #10.

Summit Financial Consulting first reported a position in EEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.09M in Q2 2026. 306 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Summit Financial Consulting held 54,360 shares of iShares MSCI Emerging Markets ETF worth $3.63M as of Q3 2026.
Summit Financial Consulting sold 63,893 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $4.23M.
iShares MSCI Emerging Markets ETF made up 2.66% of Summit Financial Consulting's portfolio in Q3 2026, its #10 holding.
Summit Financial Consulting first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
Summit Financial Consulting's iShares MSCI Emerging Markets ETF position peaked at $8.09M in Q2 2026.
306 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.