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Moneywise Inc’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Moneywise Inc’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 		$8.71M Buy
127,286
+5,221
+4% +$341K 3.25% 9
2026
Q1 		$6.93M Buy
122,065
+79,827
+189% +$4.7M 3.03% 10
2025
Q4 		$2.31M Sell
42,238
-1,367
-3% -$74.3K 0.96% 28
2025
Q3 		$2.33M Sell
43,605
-1,296
-3% -$65.1K 1.05% 26
2025
Q2 		$2.17M Buy
+44,901
New +$2.02M 1.02% 28

Other funds holding EEM

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

Moneywise Inc's EEM Position: Q2 2026 in Review

Moneywise Inc increased its iShares MSCI Emerging Markets ETF (EEM) stake by 4.3% in Q2 2026, buying an estimated $341K and bringing the position to 127,286 shares worth $8.71M. The position accounts for 3.25% of the portfolio, ranked #9.

Moneywise Inc first reported a position in EEM in Q2 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Moneywise Inc held 127,286 shares of iShares MSCI Emerging Markets ETF worth $8.71M as of Q2 2026.
  • Moneywise Inc bought 5,221 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $341K.
  • iShares MSCI Emerging Markets ETF made up 3.25% of Moneywise Inc's portfolio in Q2 2026, its #9 holding.
  • Moneywise Inc first reported a position in iShares MSCI Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.