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

Forum Private Client 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	$423K	Sell	6,182 -46	-0.7%	-$3K	0.13%	59
2026 Q1	$354K	Sell	6,228 -80	-1%	-$4.71K	0.12%	59
2025 Q4	$345K	Buy	6,308 +12	+0.2%	+$653	0.12%	59
2025 Q3	$336K	Sell	6,296 -8	-0.1%	-$402	0.12%	62
2025 Q2	$304K	Buy	6,304 +15	+0.2%	+$675	0.12%	64
2025 Q1	$275K	Sell	6,289 -498	-7%	-$21.6K	0.12%	64
2024 Q4	$284K	Buy	+6,787	New	+$301K	0.13%	60

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 Private Client Group's EEM Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.74% in Q2 2026, selling an estimated $3K and leaving 6,182 shares worth $423K. The position accounts for 0.13% of the portfolio, ranked #59.

Forum Private Client Group first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Forum Private Client Group held 6,182 shares of iShares MSCI Emerging Markets ETF worth $423K as of Q2 2026.
Forum Private Client Group sold 46 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3K.
iShares MSCI Emerging Markets ETF made up 0.13% of Forum Private Client Group's portfolio in Q2 2026, its #59 holding.
Forum Private Client Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.