Fortis Group Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Fortis Group Advisors’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	$1.96M	Sell	28,653 -761	-3%	-$49.7K	0.31%	83
2026 Q1	$1.88M	Buy	29,414 +19,761	+205%	+$1.16M	0.31%	84
2025 Q4	$570K	Sell	9,653 -161	-2%	-$8.76K	0.1%	195
2025 Q3	$543K	Buy	9,814 +699	+8%	+$35.1K	0.09%	157
2025 Q2	$443K	Sell	9,115 -4,879	-35%	-$219K	0.08%	161
2025 Q1	$612K	Buy	13,994 +839	+6%	+$36.4K	0.12%	131
2024 Q4	$550K	Buy	13,155 +13,122	+39,764%	+$581K	0.1%	123
2024 Q3	$1.51K	Sell	33 -10,259	-100%	-$442K	﹤0.01%	426
2024 Q2	$438K	Buy	10,292 +4,297	+72%	+$180K	0.09%	126
2024 Q1	$246K	Buy	5,995 +5,929	+8,983%	+$236K	0.05%	181
2023 Q4	$2.65K	Buy	66 +33	+100%	+$1.27K	﹤0.01%	388
2023 Q3	$1.25K	Buy	+33	New	+$1.31K	﹤0.01%	387
2020 Q3	$1K	Buy	+33	New	+$1.45K	﹤0.01%	418

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

Fortis Group Advisors's EEM Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.6% in Q2 2026, selling an estimated $49.7K and leaving 28,653 shares worth $1.96M. The position accounts for 0.31% of the portfolio, ranked #83.

Fortis Group Advisors first reported a position in EEM in Q3 2020 and has held it in 13 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Fortis Group Advisors held 28,653 shares of iShares MSCI Emerging Markets ETF worth $1.96M as of Q2 2026.
Fortis Group Advisors sold 761 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $49.7K.
iShares MSCI Emerging Markets ETF made up 0.31% of Fortis Group Advisors's portfolio in Q2 2026, its #83 holding.
Fortis Group Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2020 and has held it in 13 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.