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 Q3	$2.39M	Hold	35,775	–	–	0.69%	41
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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Forza Wealth Management's EEM Position: Q3 2026 in Review

Forza Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2026 at 35,775 shares worth $2.39M. The position accounts for 0.69% of the portfolio, ranked #41.

Forza Wealth Management first reported a position in EEM in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.45M in Q2 2026. 965 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Forza Wealth Management held 35,775 shares of iShares MSCI Emerging Markets ETF worth $2.39M as of Q3 2026.
Forza Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets ETF made up 0.69% of Forza Wealth Management's portfolio in Q3 2026, its #41 holding.
Forza Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and has held it in 10 quarters since.
Forza Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $2.45M in Q2 2026.
965 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.