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

Navigoe 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	$50K	Buy	744 +2	+0.3%	+$131	0.03%	96
2026 Q1	$42K	Hold	742	–	–	0.02%	81
2025 Q4	$40K	Buy	742 +10	+1%	+$544	0.02%	83
2025 Q3	$39K	Hold	732	–	–	0.02%	83
2025 Q2	$35K	Hold	732	–	–	0.03%	75
2025 Q1	$31K	Hold	732	–	–	0.03%	77
2024 Q4	$30K	Buy	+732	New	+$32.4K	0.03%	80

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

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

Navigoe Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.27% in Q2 2026, buying an estimated $131 and bringing the position to 744 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #96.

Navigoe Wealth Management first reported a position in EEM in Q4 2024 and has held it in 7 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Navigoe Wealth Management held 744 shares of iShares MSCI Emerging Markets ETF worth $50K as of Q2 2026.
Navigoe Wealth Management bought 2 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $131.
iShares MSCI Emerging Markets ETF made up 0.03% of Navigoe Wealth Management's portfolio in Q2 2026, its #96 holding.
Navigoe Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.