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Forvis Mazars Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Forvis Mazars Wealth 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
Q1 		$1.22M Sell
21,468
-81
-0.4% -$4.76K 0.02% 193
2025
Q4 		$1.18M Sell
21,549
-65
-0.3% -$3.54K 0.02% 192
2025
Q3 		$1.15M Sell
21,614
-48
-0.2% -$2.41K 0.02% 196
2025
Q2 		$1.04M Sell
21,662
-336
-2% -$15.1K 0.02% 201
2025
Q1 		$961K Sell
21,998
-485
-2% -$21.1K 0.02% 209
2024
Q4 		$940K Sell
22,483
-582
-3% -$25.8K 0.02% 231
2024
Q3 		$1.06M Sell
23,065
-944
-4% -$40.7K 0.02% 222
2024
Q2 		$1.02M Hold
24,009
– – 0.03% 211
2024
Q1 		$986K Buy
24,009
+10,666
+80% +$424K 0.03% 215
2023
Q4 		$537K Sell
13,343
-611
-4% -$23.6K 0.01% 268
2023
Q3 		$530K Hold
13,954
– – 0.02% 266
2023
Q2 		$552K Sell
13,954
-101
-0.7% -$3.97K 0.02% 279
2023
Q1 		$555K Sell
14,055
-296
-2% -$11.8K 0.02% 256
2022
Q4 		$544K Sell
14,351
-762
-5% -$28.1K 0.02% 255
2022
Q3 		$527K Sell
15,113
-74
-0.5% -$2.89K 0.02% 250
2022
Q2 		$609K Buy
15,187
+644
+4% +$27K 0.02% 227
2022
Q1 		$657K Sell
14,543
-257
-2% -$12.1K 0.03% 169
2021
Q4 		$723K Buy
14,800
+491
+3% +$24.7K 0.03% 157
2021
Q3 		$721K Sell
14,309
-255
-2% -$13.3K 0.03% 149
2021
Q2 		$803K Sell
14,564
-525
-3% -$28.5K 0.04% 140
2021
Q1 		$805K Buy
15,089
+185
+1% +$10.1K 0.04% 144
2020
Q4 		$770K Sell
14,904
-493
-3% -$23.7K 0.04% 172
2020
Q3 		$679K Hold
15,397
– – 0.04% 168
2020
Q2 		$616K Buy
15,397
+49
+0.3% +$1.83K 0.04% 170
2020
Q1 		$524K Sell
15,348
-2,000
-12% -$82.1K 0.04% 163
2019
Q4 		$778K Sell
17,348
-555
-3% -$23.8K 0.06% 139
2019
Q3 		$732K Buy
17,903
+808
+5% +$33.4K 0.06% 127
2019
Q2 		$734K Sell
17,095
-1,075
-6% -$45.6K 0.06% 126
2019
Q1 		$780K Hold
18,170
– – 0.06% 121
2018
Q4 		$710K Buy
18,170
+9
+0% +$361 0.07% 109
2018
Q3 		$779K Sell
18,161
-1,690
-9% -$73K 0.07% 116
2018
Q2 		$860K Sell
19,851
-3,767
-16% -$174K 0.08% 109
2018
Q1 		$1.14M Buy
23,618
+6,532
+38% +$320K 0.11% 96
2017
Q4 		$805K Sell
17,086
-16
-0.1% -$740 0.08% 109
2017
Q3 		$766K Sell
17,102
-500
-3% -$22K 0.08% 104
2017
Q2 		$729K Buy
17,602
+3
+0% +$122 0.08% 108
2017
Q1 		$693K Sell
17,599
-1,080
-6% -$41K 0.08% 101
2016
Q4 		$654K Sell
18,679
-294
-2% -$10.6K 0.09% 102
2016
Q3 		$711K Sell
18,973
-2,344
-11% -$85.7K 0.1% 94
2016
Q2 		$732K Sell
21,317
-3,305
-13% -$111K 0.11% 88
2016
Q1 		$843K Sell
24,622
-14,422
-37% -$447K 0.13% 82
2015
Q4 		$1.26M Sell
39,044
-1,319
-3% -$45.2K 0.19% 63
2015
Q3 		$1.32M Sell
40,363
-9,629
-19% -$340K 0.23% 58
2015
Q2 		$1.98M Sell
49,992
-872
-2% -$36.5K 0.3% 46
2015
Q1 		$2.04M Sell
50,864
-2,018
-4% -$80.3K 0.3% 46
2014
Q4 		$2.08M Sell
52,882
-2,828
-5% -$115K 0.34% 45
2014
Q3 		$2.31M Sell
55,710
-444
-0.8% -$19.6K 0.4% 38
2014
Q2 		$2.43M Sell
56,154
-1,121
-2% -$47.6K 0.41% 39
2014
Q1 		$2.35M Sell
57,275
-3,127
-5% -$123K 0.42% 43
2013
Q4 		$2.52M Sell
60,402
-10,792
-15% -$452K 0.47% 41
2013
Q3 		$2.9M Buy
+71,194
New +$2.82M 0.59% 27

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EEM Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.38% in Q1 2026, selling an estimated $4.76K and leaving 21,468 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #193.

Forvis Mazars Wealth Advisors first reported a position in EEM in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.9M in Q3 2013. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 21,468 shares of iShares MSCI Emerging Markets ETF worth $1.22M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 81 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.76K.
  • iShares MSCI Emerging Markets ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2013 and has held it in 51 quarters since.
  • Forvis Mazars Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.9M in Q3 2013.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.