Trinity Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Trinity Financial Advisors’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	$1.54M	Hold	23,097	–	–	0.4%	32
2026 Q2	$1.58M	Buy	23,097 +388	+2%	+$25.3K	0.41%	37
2026 Q1	$1.29M	Hold	22,709	–	–	0.37%	38
2025 Q4	$1.24M	Sell	22,709 -934	-4%	-$50.8K	0.35%	37
2025 Q3	$1.26M	Hold	23,643	–	–	0.36%	37
2025 Q2	$1.14M	Buy	+23,643	New	+$1.06M	0.35%	38

Other funds holding EEM

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Trinity Financial Advisors's EEM Position: Q3 2026 in Review

Trinity Financial Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 23,097 shares worth $1.54M. The position accounts for 0.4% of the portfolio, ranked #32.

Trinity Financial Advisors first reported a position in EEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.58M in Q2 2026. 708 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Trinity Financial Advisors held 23,097 shares of iShares MSCI Emerging Markets ETF worth $1.54M as of Q3 2026.
Trinity Financial Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets ETF made up 0.4% of Trinity Financial Advisors's portfolio in Q3 2026, its #32 holding.
Trinity Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
Trinity Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.58M in Q2 2026.
708 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.