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Bogart Wealth LLC’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bogart Wealth LLC’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 		$23.4K Buy
342
+1
+0.3% +$65 ﹤0.01% 751
2026
Q1 		$19.4K Sell
341
-24
-7% -$1.41K ﹤0.01% 739
2025
Q4 		$20K Buy
365
+15
+4% +$816 ﹤0.01% 687
2025
Q3 		$18.7K Buy
350
+100
+40% +$5.02K ﹤0.01% 684
2025
Q2 		$12.1K Buy
250
+9
+4% +$405 ﹤0.01% 753
2025
Q1 		$10.5K Buy
241
+3
+1% +$130 ﹤0.01% 742
2024
Q4 		$9.94K Buy
238
+3
+1% +$133 ﹤0.01% 743
2024
Q3 		$10.8K Buy
235
+86
+58% +$3.71K ﹤0.01% 684
2024
Q2 		$6.35K Buy
149
+1
+0.7% +$42 ﹤0.01% 742
2024
Q1 		$6.08K Hold
148
– – ﹤0.01% 728
2023
Q4 		$5.95K Buy
148
+3
+2% +$116 ﹤0.01% 716
2023
Q3 		$5.51K Hold
145
– – ﹤0.01% 695
2023
Q2 		$5.75K Buy
145
+1
+0.7% +$39 ﹤0.01% 682
2023
Q1 		$5.69K Hold
144
– – ﹤0.01% 688
2022
Q4 		$5.47K Sell
144
-7
-5% -$258 ﹤0.01% 645
2022
Q3 		$5K Hold
151
– – ﹤0.01% 683
2022
Q2 		$6K Buy
151
+2
+1% +$84 ﹤0.01% 610
2022
Q1 		$7K Sell
149
-102
-41% -$4.81K ﹤0.01% 533
2021
Q4 		$12K Buy
251
+11
+5% +$553 ﹤0.01% 451
2021
Q3 		$12K Buy
240
+102
+74% +$5.31K ﹤0.01% 431
2021
Q2 		$8K Buy
+138
New +$7.5K ﹤0.01% 466
2021
Q1 		– Sell
-74
Closed -$3K – 634
2020
Q4 		$3K Buy
+74
New +$3.56K ﹤0.01% 389

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bogart Wealth LLC's EEM Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.29% in Q2 2026, buying an estimated $65 and bringing the position to 342 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Bogart Wealth LLC first reported a position in EEM in Q4 2020 and has held it in 22 quarters since. 1,654 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Bogart Wealth LLC held 342 shares of iShares MSCI Emerging Markets ETF worth $23.4K as of Q2 2026.
  • Bogart Wealth LLC bought 1 iShares MSCI Emerging Markets ETF share in Q2 2026, an estimated $65.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #751 holding.
  • Bogart Wealth LLC first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,654 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.