Orgel Wealth Management 13F: New $436K Stake in EEM
The advisory firm disclosed a new stake in the emerging markets fund in an SEC filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Orgel Wealth Management opened a new position of 6,527 shares in iShares MSCI Emerging Markets ETF ($EEM), according to a 13F filing with the SEC dated October 14, 2026. It reported 6,527 shares worth $435,939 at the end of the quarter.
Since the filing, $EEM is down 2.4% to date (from the $64.39 close on Oct 14, 2026).
Find the original: Orgel Wealth Management 13F filings on SEC EDGAR
EEM
iShares MSCI Emerging Markets ETF
Key Points
- Orgel Wealth Management opened a new position in iShares MSCI Emerging Markets ETF by purchasing 6,527 shares valued at $435,939.
- The institutional filing was submitted to the U.S. Securities and Exchange Commission on October 14, 2026.
- Shares of the emerging markets fund recently traded around $62.91 as of October 16, 2026.
Get $EEM trade alerts by text
We text you when insiders, Congress or big funds trade $EEM. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares MSCI Emerging Markets ETF alert may contain errors. Disclosures
Orgel Wealth Management established a brand-new stake in iShares MSCI Emerging Markets ETF EEM, according to a Form 13F filing submitted to the U.S. Securities and Exchange Commission on October 14, 2026.
What Changed in Orgel Wealth Management's iShares MSCI Emerging Markets ETF Position
The advisory firm opened its account by purchasing 6,527 shares of the emerging markets fund. The newly acquired holding carried a reported market value of $435,939 at the time of the disclosure. Because institutional ownership reports look backward at positions held at the end of the previous quarter, this filing reflects historical data and may not represent the firm's current portfolio.
iShares MSCI Emerging Markets ETF Stock Down 2.3%
The fund's shares recently traded around $62.91 as of October 16, 2026. The stock has moved within a 52-week range defined by a low of $52.38 and a high of $71.57. Price levels sit below the 50-day moving average of $66.87 and under the 200-day moving average of $63.56.
Dividend
The fund distributes an annual dividend yield of 1.67% to shareholders based on recent distributions.
About iShares MSCI Emerging Markets ETF
iShares MSCI Emerging Markets ETF generally invests at least 80% of its assets in component securities of its target index and other investments sharing similar economic characteristics. The underlying index tracks large- and mid-capitalization equity performance across global emerging markets, giving investors broad exposure outside developed economies. This latest filing shows how advisory firms allocate portions of client portfolios toward international equities.
Bottom Line
Institutional reporting provides a snapshot of professional portfolio choices from the close of the prior quarter. Observers typically watch subsequent filings to see whether firms maintain or adjust these allocations over time. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Orgel Wealth Management's 13F filing on $EEM (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Orgel Wealth Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts