Fogel Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Fogel Capital Management’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	$3.55M	Buy	51,935 +515	+1%	+$33.6K	1.43%	22
2026 Q1	$2.92M	Buy	51,420 +4,230	+9%	+$249K	1.34%	21
2025 Q4	$2.58M	Buy	47,190 +3,745	+9%	+$204K	1.19%	23
2025 Q3	$2.32M	Buy	43,445 +1,520	+4%	+$76.3K	1.07%	24
2025 Q2	$2.02M	Sell	41,925 -24	-0.1%	-$1.08K	1.08%	22
2025 Q1	$1.83M	Sell	41,949 -1,499	-3%	-$65.1K	0.99%	22
2024 Q4	$1.82M	Sell	43,448 -885	-2%	-$39.2K	0.91%	24
2024 Q3	$2.03M	Sell	44,333 -560	-1%	-$24.1K	1.05%	25
2024 Q2	$1.91M	Sell	44,893 -1,050	-2%	-$44K	1.02%	25
2024 Q1	$1.95M	Sell	45,943 -350	-0.8%	-$13.9K	1.15%	24
2023 Q4	$1.82M	Buy	+46,293	New	+$1.79M	1.39%	19

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fogel Capital Management's EEM Position: Q2 2026 in Review

Fogel Capital Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1% in Q2 2026, buying an estimated $33.6K and bringing the position to 51,935 shares worth $3.55M. The position accounts for 1.43% of the portfolio, ranked #22.

Fogel Capital Management first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. 1,652 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Fogel Capital Management held 51,935 shares of iShares MSCI Emerging Markets ETF worth $3.55M as of Q2 2026.
Fogel Capital Management bought 515 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $33.6K.
iShares MSCI Emerging Markets ETF made up 1.43% of Fogel Capital Management's portfolio in Q2 2026, its #22 holding.
Fogel Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,652 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.