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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$221K Buy
3,302
+2,552
+340% +$169K 0.06% 276
2026
Q2 		$51.3K Sell
750
-190
-20% -$12.4K 0.01% 953
2026
Q1 		$53.4K Buy
940
+299
+47% +$17.6K 0.01% 966
2025
Q4 		$35.1K Sell
641
-1,742
-73% -$94.7K ﹤0.01% 1137
2025
Q3 		$127K Buy
2,383
+50
+2% +$2.51K 0.02% 639
2025
Q2 		$113K Sell
2,333
-5,661
-71% -$255K 0.02% 666
2025
Q1 		$349K Buy
7,994
+5,447
+214% +$237K 0.06% 318
2024
Q4 		$107K Sell
2,547
-5,655
-69% -$251K 0.02% 637
2024
Q3 		$376K Buy
+8,202
New +$354K 0.06% 316

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EEM Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its iShares MSCI Emerging Markets ETF (EEM) stake by 340% in Q3 2026, buying an estimated $169K and bringing the position to 3,302 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #276.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EEM in Q3 2024 and has held it in 9 quarters since. The position peaked at $376K in Q3 2024. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 3,302 shares of iShares MSCI Emerging Markets ETF worth $221K as of Q3 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 2,552 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $169K.
  • iShares MSCI Emerging Markets ETF made up 0.06% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #276 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares MSCI Emerging Markets ETF in Q3 2024 and has held it in 9 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s iShares MSCI Emerging Markets ETF position peaked at $376K in Q3 2024.
  • 1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.