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

Modern 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	$18.3M	Buy	267,005 +243,840	+1,053%	+$15.9M	0.22%	117
2026 Q1	$1.33M	Sell	23,165 -639,718	-97%	-$37.6M	0.02%	367
2025 Q4	$36.3M	Sell	662,883 -170,419	-20%	-$9.27M	0.66%	38
2025 Q3	$44.5M	Sell	833,302 -471,695	-36%	-$23.7M	0.88%	30
2025 Q2	$63M	Buy	1,304,997 +1,292,976	+10,756%	+$58.1M	1.55%	13
2025 Q1	$525K	Buy	+12,021	New	+$522K	0.02%	412

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

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

Modern Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1,053% in Q2 2026, buying an estimated $15.9M and bringing the position to 267,005 shares worth $18.3M. The position accounts for 0.22% of the portfolio, ranked #117.

Modern Wealth Management first reported a position in EEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $63M in Q2 2025. 1,649 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Modern Wealth Management held 267,005 shares of iShares MSCI Emerging Markets ETF worth $18.3M as of Q2 2026.
Modern Wealth Management bought 243,840 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $15.9M.
iShares MSCI Emerging Markets ETF made up 0.22% of Modern Wealth Management's portfolio in Q2 2026, its #117 holding.
Modern Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
Modern Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $63M in Q2 2025.
1,649 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.