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

Westmount 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	$751K	Sell	10,977 -8,528	-44%	-$557K	0.16%	112
2026 Q1	$1.11M	Buy	19,505 +8,866	+83%	+$521K	0.27%	78
2025 Q4	$582K	Sell	10,639 -255	-2%	-$13.9K	0.15%	117
2025 Q3	$586K	Buy	10,894 +218	+2%	+$10.9K	0.15%	118
2025 Q2	$515K	Sell	10,676 -297	-3%	-$13.4K	0.14%	124
2025 Q1	$480K	Buy	10,973 +6	+0.1%	+$261	0.15%	129
2024 Q4	$459K	Buy	10,967 +2,175	+25%	+$96.4K	0.14%	125
2024 Q3	$403K	Buy	8,792 +159	+2%	+$6.86K	0.12%	139
2024 Q2	$369K	Buy	8,633 +331	+4%	+$13.9K	0.12%	137
2024 Q1	$341K	Sell	8,302 -526	-6%	-$20.9K	0.12%	148
2023 Q4	$355K	Buy	8,828 +705	+9%	+$27.2K	0.14%	137
2023 Q3	$308K	Sell	8,123 -789	-9%	-$31.2K	0.14%	149
2023 Q2	$353K	Buy	8,912 +101	+1%	+$3.97K	0.15%	135
2023 Q1	$348K	Buy	8,811 +1,030	+13%	+$41K	0.16%	131
2022 Q4	$295K	Buy	+7,781	New	+$287K	0.15%	133

Other funds holding EEM

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return