Taylor & Morgan Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Taylor & Morgan 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	$1.42M	Buy	20,723 +475	+2%	+$31K	0.7%	24
2026 Q1	$1.15M	Buy	20,248 +7,000	+53%	+$412K	0.66%	25
2025 Q4	$725K	Buy	13,248 +70	+0.5%	+$3.81K	0.41%	39
2025 Q3	$704K	Sell	13,178 -200	-1%	-$10K	0.43%	34
2025 Q2	$645K	Buy	13,378 +16	+0.1%	+$719	0.44%	36
2025 Q1	$584K	Buy	13,362 +260	+2%	+$11.3K	0.44%	38
2024 Q4	$548K	Sell	13,102 -428	-3%	-$19K	0.39%	39
2024 Q3	$620K	Hold	13,530	–	–	0.42%	35
2024 Q2	$576K	Buy	13,530 +79	+0.6%	+$3.31K	0.41%	35
2024 Q1	$553K	Sell	13,451 -210	-2%	-$8.36K	0.41%	37
2023 Q4	$549K	Sell	13,661 -185	-1%	-$7.14K	0.44%	34
2023 Q3	$525K	Sell	13,846 -200	-1%	-$7.92K	0.47%	34
2023 Q2	$556K	Buy	14,046 +91	+0.7%	+$3.58K	0.46%	36
2023 Q1	$551K	Hold	13,955	–	–	0.48%	34
2022 Q4	$529K	Buy	13,955 +140	+1%	+$5.17K	0.5%	38
2022 Q3	$482K	Hold	13,815	–	–	0.48%	42
2022 Q2	$554K	Sell	13,815 -7,884	-36%	-$331K	0.53%	40
2022 Q1	$980K	Sell	21,699 -228	-1%	-$10.8K	0.8%	29
2021 Q4	$1.07M	Buy	+21,927	New	+$1.1M	0.87%	27

Other funds holding EEM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Taylor & Morgan Wealth Management's EEM Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.3% in Q2 2026, buying an estimated $31K and bringing the position to 20,723 shares worth $1.42M. The position accounts for 0.7% of the portfolio, ranked #24.

Taylor & Morgan Wealth Management first reported a position in EEM in Q4 2021 and has held it in 19 quarters since. 725 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Taylor & Morgan Wealth Management held 20,723 shares of iShares MSCI Emerging Markets ETF worth $1.42M as of Q2 2026.
Taylor & Morgan Wealth Management bought 475 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $31K.
iShares MSCI Emerging Markets ETF made up 0.7% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #24 holding.
Taylor & Morgan Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
725 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.