Forza Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Forza Wealth 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	$2.45M	Hold	35,775	–	–	0.75%	40
2026 Q1	$2.03M	Hold	35,775	–	–	0.71%	42
2025 Q4	$1.96M	Hold	35,775	–	–	0.71%	40
2025 Q3	$1.91M	Hold	35,775	–	–	0.73%	38
2025 Q2	$1.73M	Hold	35,775	–	–	0.71%	40
2025 Q1	$1.56M	Hold	35,775	–	–	0.7%	41
2024 Q4	$1.5M	Buy	35,775 +30,225	+545%	+$1.34M	0.68%	40
2024 Q3	$255K	Buy	5,550 +700	+14%	+$30.2K	0.12%	161
2024 Q2	$207K	Buy	+4,850	New	+$203K	0.11%	162

Other funds holding EEM

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Forza Wealth Management's EEM Position: Q2 2026 in Review

Forza Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 35,775 shares worth $2.45M. The position accounts for 0.75% of the portfolio, ranked #40.

Forza Wealth Management first reported a position in EEM in Q2 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Forza Wealth Management held 35,775 shares of iShares MSCI Emerging Markets ETF worth $2.45M as of Q2 2026.
Forza Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets ETF made up 0.75% of Forza Wealth Management's portfolio in Q2 2026, its #40 holding.
Forza Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.