Forum Financial Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Forum Financial 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	$291K	Sell	4,250 -53	-1%	-$3.46K	﹤0.01%	277
2026 Q1	$244K	Buy	+4,303	New	+$253K	﹤0.01%	283
2023 Q4	–	Sell	-7,037	Closed	-$267K	–	700
2023 Q3	$267K	Sell	7,037 -337	-5%	-$13.3K	0.01%	460
2023 Q2	$292K	Buy	+7,374	New	+$290K	0.01%	442

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

Forum Financial Management's EEM Position: Q2 2026 in Review

Forum Financial Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.2% in Q2 2026, selling an estimated $3.46K and leaving 4,250 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Forum Financial Management first reported a position in EEM in Q2 2023 and has held it in 4 quarters since. The position peaked at $292K in Q2 2023. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Forum Financial Management held 4,250 shares of iShares MSCI Emerging Markets ETF worth $291K as of Q2 2026.
Forum Financial Management sold 53 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.46K.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #277 holding.
Forum Financial Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2023 and has held it in 4 quarters since.
Forum Financial Management's iShares MSCI Emerging Markets ETF position peaked at $292K in Q2 2023.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.