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 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 $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Triad Wealth Partners's EEM Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.4% in Q2 2026, selling an estimated $6.4K and leaving 7,150 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #335.

Triad Wealth Partners first reported a position in EEM in Q2 2024 and has held it in 6 quarters since. The position peaked at $564K in Q3 2025. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Triad Wealth Partners held 7,150 shares of iShares MSCI Emerging Markets ETF worth $460K as of Q2 2026.
Triad Wealth Partners sold 98 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $6.4K.
iShares MSCI Emerging Markets ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #335 holding.
Triad Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $564K in Q3 2025.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.