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Forum Finance Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Forum Finance Group’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 		$949K Sell
17,169
-10,107
-37% -$660K 0.34% 73
2026
Q1 		$1.25M Buy
+27,276
New +$1.6M 0.68% 46

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

Forum Finance Group's EEM Position: Q2 2026 in Review

Forum Finance Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 37% in Q2 2026, selling an estimated $660K and leaving 17,169 shares worth $949K. The position accounts for 0.34% of the portfolio, ranked #73.

Forum Finance Group first reported a position in EEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.25M in Q1 2026. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Forum Finance Group held 17,169 shares of iShares MSCI Emerging Markets ETF worth $949K as of Q2 2026.
  • Forum Finance Group sold 10,107 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $660K.
  • iShares MSCI Emerging Markets ETF made up 0.34% of Forum Finance Group's portfolio in Q2 2026, its #73 holding.
  • Forum Finance Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's iShares MSCI Emerging Markets ETF position peaked at $1.25M in Q1 2026.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.