Triad Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Triad Wealth Partners’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 Q1	$412K	Sell	7,248 -606	-8%	-$35.6K	0.03%	321
2025 Q4	$430K	Sell	7,854 -2,717	-26%	-$148K	0.04%	298
2025 Q3	$564K	Buy	10,571 +6,207	+142%	+$312K	0.07%	185
2025 Q2	$211K	Buy	+4,364	New	+$196K	0.04%	277
2024 Q3	–	Sell	-117	Closed	-$4.98K	–	290
2024 Q2	$4.98K	Buy	+117	New	+$4.91K	﹤0.01%	568

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Triad Wealth Partners's EEM Position: Q1 2026 in Review

Triad Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 7.7% in Q1 2026, selling an estimated $35.6K and leaving 7,248 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #321.

Triad Wealth Partners first reported a position in EEM in Q2 2024 and has held it in 5 quarters since. The position peaked at $564K in Q3 2025. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Triad Wealth Partners held 7,248 shares of iShares MSCI Emerging Markets ETF worth $412K as of Q1 2026.
Triad Wealth Partners sold 606 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $35.6K.
iShares MSCI Emerging Markets ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #321 holding.
Triad Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and has held it in 5 quarters since.
Triad Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $564K in Q3 2025.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.