Fonville Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Fonville Wealth 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	$857K	Sell	12,534 -72	-0.6%	-$4.7K	0.14%	74
2026 Q1	$716K	Sell	12,606 -19	-0.2%	-$1.12K	0.14%	74
2025 Q4	$691K	Sell	12,625 -73	-0.6%	-$3.97K	0.14%	79
2025 Q3	$678K	Sell	12,698 -101	-0.8%	-$5.07K	0.15%	76
2025 Q2	$617K	Sell	12,799 -518	-4%	-$23.3K	0.16%	73
2025 Q1	$580K	Sell	13,317 -116	-0.9%	-$5.04K	0.17%	72
2024 Q4	$562K	Sell	13,433 -48	-0.4%	-$2.13K	0.19%	66
2024 Q3	$618K	Buy	13,481 +973	+8%	+$42K	0.21%	63
2024 Q2	$533K	Sell	12,508 -309	-2%	-$13K	0.21%	65
2024 Q1	$527K	Buy	12,817 +1,639	+15%	+$65.2K	0.23%	63
2023 Q4	$449K	Buy	+11,178	New	+$432K	0.24%	64

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

Fonville Wealth Management's EEM Position: Q2 2026 in Review

Fonville Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.57% in Q2 2026, selling an estimated $4.7K and leaving 12,534 shares worth $857K. The position accounts for 0.14% of the portfolio, ranked #74.

Fonville Wealth Management first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. 1,648 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Fonville Wealth Management held 12,534 shares of iShares MSCI Emerging Markets ETF worth $857K as of Q2 2026.
Fonville Wealth Management sold 72 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $4.7K.
iShares MSCI Emerging Markets ETF made up 0.14% of Fonville Wealth Management's portfolio in Q2 2026, its #74 holding.
Fonville Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,648 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.