TAGStone Capital’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

TAGStone Capital’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	$495K	Sell	7,237 -759	-9%	-$49.6K	0.16%	93
2026 Q1	$454K	Hold	7,996	–	–	0.16%	92
2025 Q4	$437K	Buy	7,996 +111	+1%	+$6.04K	0.16%	88
2025 Q3	$421K	Sell	7,885 -828	-10%	-$41.6K	0.17%	84
2025 Q2	$431K	Sell	8,713 -70	-0.8%	-$3.15K	0.18%	82
2025 Q1	$384K	Buy	8,783 +889	+11%	+$38.6K	0.19%	73
2024 Q4	$330K	Buy	7,894 +134	+2%	+$5.94K	0.16%	74
2024 Q3	$356K	Sell	7,760 -94	-1%	-$4.05K	0.18%	72
2024 Q2	$335K	Buy	7,854 +53	+0.7%	+$2.22K	0.19%	73
2024 Q1	$320K	Sell	7,801 -4	-0.1%	-$159	0.19%	71
2023 Q4	$314K	Buy	7,805 +142	+2%	+$5.48K	0.21%	67
2023 Q3	$291K	Hold	7,663	–	–	0.21%	70
2023 Q2	$303K	Buy	7,663 +58	+0.8%	+$2.28K	0.22%	69
2023 Q1	$300K	Hold	7,605	–	–	0.22%	68
2022 Q4	$288K	Hold	7,605	–	–	0.24%	61
2022 Q3	$265K	Hold	7,605	–	–	0.25%	63
2022 Q2	$305K	Hold	7,605	–	–	0.29%	61
2022 Q1	$343K	Hold	7,605	–	–	0.29%	57
2021 Q4	$372K	Buy	+7,605	New	+$383K	0.31%	55

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

TAGStone Capital's EEM Position: Q2 2026 in Review

TAGStone Capital reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 9.5% in Q2 2026, selling an estimated $49.6K and leaving 7,237 shares worth $495K. The position accounts for 0.16% of the portfolio, ranked #93.

TAGStone Capital first reported a position in EEM in Q4 2021 and has held it in 19 quarters since. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

TAGStone Capital held 7,237 shares of iShares MSCI Emerging Markets ETF worth $495K as of Q2 2026.
TAGStone Capital sold 759 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $49.6K.
iShares MSCI Emerging Markets ETF made up 0.16% of TAGStone Capital's portfolio in Q2 2026, its #93 holding.
TAGStone Capital first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.