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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

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 1,650 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.
  • 1,650 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.