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 Q3	$479K	Buy	7,177 +27	+0.4%	+$1.79K	0.03%	330
2026 Q2	$460K	Sell	7,150 -98	-1%	-$6.4K	0.03%	335
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 $500B AUM 36.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Triad Wealth Partners's EEM Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.38% in Q3 2026, buying an estimated $1.79K and bringing the position to 7,177 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #330.

Triad Wealth Partners first reported a position in EEM in Q2 2024 and has held it in 7 quarters since. The position peaked at $564K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Triad Wealth Partners held 7,177 shares of iShares MSCI Emerging Markets ETF worth $479K as of Q3 2026.
Triad Wealth Partners bought 27 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $1.79K.
iShares MSCI Emerging Markets ETF made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #330 holding.
Triad Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $564K in Q3 2025.
1,310 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.