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

Thrive 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	$633K	Buy	9,250 +4	+0%	+$261	0.08%	119
2026 Q1	$525K	Buy	9,246 +319	+4%	+$18.8K	0.08%	119
2025 Q4	$488K	Sell	8,927 -1,123	-11%	-$61.1K	0.07%	130
2025 Q3	$537K	Sell	10,050 -54	-0.5%	-$2.71K	0.08%	122
2025 Q2	$487K	Sell	10,104 -56	-0.6%	-$2.52K	0.08%	123
2025 Q1	$444K	Sell	10,160 -5,644	-36%	-$245K	0.08%	121
2024 Q4	$661K	Buy	15,804 +5,713	+57%	+$253K	0.12%	96
2024 Q3	$463K	Buy	10,091 +22	+0.2%	+$949	0.08%	121
2024 Q2	$429K	Sell	10,069 -1,789	-15%	-$75K	0.08%	127
2024 Q1	$487K	Sell	11,858 -3,268	-22%	-$130K	0.1%	108
2023 Q4	$608K	Buy	15,126 +1,091	+8%	+$42.1K	0.14%	94
2023 Q3	$533K	Sell	14,035 -2,145	-13%	-$84.9K	0.14%	94
2023 Q2	$640K	Sell	16,180 -280	-2%	-$11K	0.17%	83
2023 Q1	$650K	Buy	16,460 +850	+5%	+$33.8K	0.17%	76
2022 Q4	$592K	Sell	15,610 -7,698	-33%	-$284K	0.17%	76
2022 Q3	$813K	Buy	23,308 +14,175	+155%	+$553K	0.28%	44
2022 Q2	$366K	Sell	9,133 -17,281	-65%	-$725K	0.13%	100
2022 Q1	$1.19M	Buy	26,414 +8,822	+50%	+$416K	0.35%	38
2021 Q4	$859K	Buy	+17,592	New	+$885K	0.29%	40

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

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

Thrive Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.04% in Q2 2026, buying an estimated $261 and bringing the position to 9,250 shares worth $633K. The position accounts for 0.08% of the portfolio, ranked #119.

Thrive Wealth Management first reported a position in EEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q1 2022. 1,650 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Thrive Wealth Management held 9,250 shares of iShares MSCI Emerging Markets ETF worth $633K as of Q2 2026.
Thrive Wealth Management bought 4 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $261.
iShares MSCI Emerging Markets ETF made up 0.08% of Thrive Wealth Management's portfolio in Q2 2026, its #119 holding.
Thrive Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
Thrive Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.19M in Q1 2022.
1,650 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.