TrueFG’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

TrueFG’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	$335K	Hold	5,015	–	–	0.08%	54
2026 Q2	$343K	Sell	5,015 -78	-2%	-$5.09K	0.08%	52
2026 Q1	$289K	Sell	5,093 -57	-1%	-$3.35K	0.08%	52
2025 Q4	$282K	Buy	5,150 +121	+2%	+$6.58K	0.08%	54
2025 Q3	$269K	Sell	5,029 -67	-1%	-$3.36K	0.07%	55
2025 Q2	$246K	Buy	5,096 +109	+2%	+$4.9K	0.07%	53
2025 Q1	$218K	Hold	4,987	–	–	0.07%	45
2024 Q4	$209K	Buy	4,987 +331	+7%	+$14.7K	0.07%	52
2024 Q3	$214K	Buy	+4,656	New	+$201K	0.07%	49

Other funds holding EEM

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TrueFG's EEM Position: Q3 2026 in Review

TrueFG held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 5,015 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #54.

TrueFG first reported a position in EEM in Q3 2024 and has held it in 9 quarters since. The position peaked at $343K in Q2 2026. 273 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

TrueFG held 5,015 shares of iShares MSCI Emerging Markets ETF worth $335K as of Q3 2026.
TrueFG left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets ETF made up 0.08% of TrueFG's portfolio in Q3 2026, its #54 holding.
TrueFG first reported a position in iShares MSCI Emerging Markets ETF in Q3 2024 and has held it in 9 quarters since.
TrueFG's iShares MSCI Emerging Markets ETF position peaked at $343K in Q2 2026.
273 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.