Wealth Forward LLC’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wealth Forward LLC’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	$397K	Sell	6,988 -226	-3%	-$13.3K	0.22%	27
2025 Q4	$395K	Hold	7,214	–	–	0.22%	26
2025 Q3	$385K	Hold	7,214	–	–	0.22%	26
2025 Q2	$348K	Hold	7,214	–	–	0.23%	23
2025 Q1	$315K	Hold	7,214	–	–	0.22%	26
2024 Q4	$302K	Sell	7,214 -5,332	-42%	-$236K	0.21%	26
2024 Q3	$575K	Sell	12,546 -20	-0.2%	-$862	0.4%	21
2024 Q2	$535K	Hold	12,566	–	–	0.42%	21
2024 Q1	$516K	Sell	12,566 -389	-3%	-$15.5K	0.41%	22
2023 Q4	$521K	Buy	+12,955	New	+$500K	0.44%	21

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

Wealth Forward LLC's EEM Position: Q1 2026 in Review

Wealth Forward LLC reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 3.1% in Q1 2026, selling an estimated $13.3K and leaving 6,988 shares worth $397K. The position accounts for 0.22% of the portfolio, ranked #27.

Wealth Forward LLC first reported a position in EEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $575K in Q3 2024. 1,608 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Wealth Forward LLC held 6,988 shares of iShares MSCI Emerging Markets ETF worth $397K as of Q1 2026.
Wealth Forward LLC sold 226 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $13.3K.
iShares MSCI Emerging Markets ETF made up 0.22% of Wealth Forward LLC's portfolio in Q1 2026, its #27 holding.
Wealth Forward LLC first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Wealth Forward LLC's iShares MSCI Emerging Markets ETF position peaked at $575K in Q3 2024.
1,608 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.