Three Bridge Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.49M Buy
149,459
+7,689
+5% +$452K 2.33% 14
2025
Q4
$7.76M Buy
141,770
+3,201
+2% +$174K 2.05% 16
2025
Q3
$7.4M Sell
138,569
-1,800
-1% -$90.4K 1.91% 16
2025
Q2
$6.77M Sell
140,369
-5,356
-4% -$241K 1.78% 16
2025
Q1
$6.37M Buy
145,725
+1,065
+0.7% +$46.3K 2.22% 16
2024
Q4
$6.05M Buy
144,660
+8,072
+6% +$358K 2.12% 16
2024
Q3
$6.26M Buy
136,588
+570
+0.4% +$24.6K 2.31% 14
2024
Q2
$5.79M Sell
136,018
-6,856
-5% -$288K 2.3% 14
2024
Q1
$5.87M Sell
142,874
-29,672
-17% -$1.18M 2.31% 12
2023
Q4
$6.94M Sell
172,546
-10,556
-6% -$408K 2.4% 9
2023
Q3
$6.95M Sell
183,102
-9,880
-5% -$391K 2.88% 6
2023
Q2
$7.63M Sell
192,982
-2,400
-1% -$94.4K 3.23% 6
2023
Q1
$7.71M Buy
195,382
+1,750
+0.9% +$69.6K 3.57% 6
2022
Q4
$7.34M Sell
193,632
-66,629
-26% -$2.46M 3.93% 5
2022
Q3
$9.08M Buy
260,261
+5,580
+2% +$218K 4.62% 4
2022
Q2
$10.2M Buy
254,681
+51,180
+25% +$2.15M 5% 3
2022
Q1
$9.19M Buy
+203,501
New +$9.6M 2.57% 4

Other funds holding EEM

Three Bridge Wealth Advisors's EEM Position: Q1 2026 in Review

Three Bridge Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 5.4% in Q1 2026, buying an estimated $452K and bringing the position to 149,459 shares worth $8.49M. The position accounts for 2.33% of the portfolio, ranked #14.

Three Bridge Wealth Advisors first reported a position in EEM in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.2M in Q2 2022. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Three Bridge Wealth Advisors held 149,459 shares of iShares MSCI Emerging Markets ETF worth $8.49M as of Q1 2026.
  • Three Bridge Wealth Advisors bought 7,689 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $452K.
  • iShares MSCI Emerging Markets ETF made up 2.33% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Three Bridge Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2022 and has held it in 17 quarters since.
  • Three Bridge Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $10.2M in Q2 2022.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.