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 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 $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Fogel Capital Management's EEM Position: Q1 2026 in Review

Fogel Capital Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 9% in Q1 2026, buying an estimated $249K and bringing the position to 51,420 shares worth $2.92M. The position accounts for 1.34% of the portfolio, ranked #21.

Fogel Capital Management first reported a position in EEM in Q4 2023 and has held it in 10 quarters since. 1,609 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Fogel Capital Management held 51,420 shares of iShares MSCI Emerging Markets ETF worth $2.92M as of Q1 2026.
Fogel Capital Management bought 4,230 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $249K.
iShares MSCI Emerging Markets ETF made up 1.34% of Fogel Capital Management's portfolio in Q1 2026, its #21 holding.
Fogel Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
1,609 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.