Thrive Wealth Management
EEM icon

Thrive Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Thrive Wealth Management’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 		$618K Hold
9,250
– – 0.08% 114
2026
Q2 		$633K Buy
9,250
+4
+0% +$261 0.08% 119
2026
Q1 		$525K Buy
9,246
+319
+4% +$18.8K 0.08% 119
2025
Q4 		$488K Sell
8,927
-1,123
-11% -$61.1K 0.07% 130
2025
Q3 		$537K Sell
10,050
-54
-0.5% -$2.71K 0.08% 122
2025
Q2 		$487K Sell
10,104
-56
-0.6% -$2.52K 0.08% 123
2025
Q1 		$444K Sell
10,160
-5,644
-36% -$245K 0.08% 121
2024
Q4 		$661K Buy
15,804
+5,713
+57% +$253K 0.12% 96
2024
Q3 		$463K Buy
10,091
+22
+0.2% +$949 0.08% 121
2024
Q2 		$429K Sell
10,069
-1,789
-15% -$75K 0.08% 127
2024
Q1 		$487K Sell
11,858
-3,268
-22% -$130K 0.1% 108
2023
Q4 		$608K Buy
15,126
+1,091
+8% +$42.1K 0.14% 94
2023
Q3 		$533K Sell
14,035
-2,145
-13% -$84.9K 0.14% 94
2023
Q2 		$640K Sell
16,180
-280
-2% -$11K 0.17% 83
2023
Q1 		$650K Buy
16,460
+850
+5% +$33.8K 0.17% 76
2022
Q4 		$592K Sell
15,610
-7,698
-33% -$284K 0.17% 76
2022
Q3 		$813K Buy
23,308
+14,175
+155% +$553K 0.28% 44
2022
Q2 		$366K Sell
9,133
-17,281
-65% -$725K 0.13% 100
2022
Q1 		$1.19M Buy
26,414
+8,822
+50% +$416K 0.35% 38
2021
Q4 		$859K Buy
+17,592
New +$885K 0.29% 40

Other funds holding EEM

GF
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
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Thrive Wealth Management's EEM Position: Q3 2026 in Review

Thrive Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 9,250 shares worth $618K. The position accounts for 0.08% of the portfolio, ranked #114.

Thrive Wealth Management first reported a position in EEM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.19M in Q1 2022. 446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Thrive Wealth Management held 9,250 shares of iShares MSCI Emerging Markets ETF worth $618K as of Q3 2026.
  • Thrive Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares MSCI Emerging Markets ETF made up 0.08% of Thrive Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Thrive Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.19M in Q1 2022.
  • 446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.