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 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 $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

TAGStone Capital's EEM Position: Q1 2026 in Review

TAGStone Capital held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 7,996 shares worth $454K. The position accounts for 0.16% of the portfolio, ranked #92.

TAGStone Capital first reported a position in EEM in Q4 2021 and has held it in 18 quarters since. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

TAGStone Capital held 7,996 shares of iShares MSCI Emerging Markets ETF worth $454K as of Q1 2026.
TAGStone Capital left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.16% of TAGStone Capital's portfolio in Q1 2026, its #92 holding.
TAGStone Capital first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.