EEM — ISHARES TR

Ownership history in Trinity Wealth Management, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Trinity Wealth Management, LLC reported a position in ISHARES TR (EEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.42% (2025 Q4)
Avg. % of fund
2.42%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 120,074 — — 2.42% $6.6M $54.71
% of Fund (quarterly)    EEM price (monthly, adj. close)

Other funds also holding EEM

As of 2025 Q4 — sorted by position size

New York University 100.0% Board of Trustees of The Leland Stanford Junior University 3Y 7Y 49.16% USA FINANCIAL FORMULAS 3Y 7Y 11.9% TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 11.0% Glaxis Capital Management, LLC 3Y 7Y 8.43% Carrhae Capital LLP 8.15% POM Investment Strategies, LLC 7.85% Ionic Capital Management LLC 3Y 7Y 6.96% VISTA FINANCE, LLC 3Y 6.95% Tandem Wealth Advisors LLC 3Y 6.08%
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