Mosaic Family Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Mosaic Family Wealth Partners’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	$449K	Buy	6,565 +1,588	+32%	+$104K	0.03%	301
2026 Q1	$283K	Buy	+4,977	New	+$293K	0.03%	236
2023 Q4	–	Sell	-8,113	Closed	-$308K	–	196
2023 Q3	$308K	Hold	8,113	–	–	0.06%	134
2023 Q2	$321K	Sell	8,113 -235	-3%	-$9.24K	0.06%	136
2023 Q1	$329K	Hold	8,348	–	–	0.07%	132
2022 Q4	$316K	Buy	+8,348	New	+$308K	0.09%	135

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

Mosaic Family Wealth Partners's EEM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares MSCI Emerging Markets ETF (EEM) stake by 32% in Q2 2026, buying an estimated $104K and bringing the position to 6,565 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #301.

Mosaic Family Wealth Partners first reported a position in EEM in Q4 2022 and has held it in 6 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Mosaic Family Wealth Partners held 6,565 shares of iShares MSCI Emerging Markets ETF worth $449K as of Q2 2026.
Mosaic Family Wealth Partners bought 1,588 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $104K.
iShares MSCI Emerging Markets ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #301 holding.
Mosaic Family Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 6 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.