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 Q2	$503K	Buy	7,350 +362	+5%	+$23.6K	0.25%	28
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 $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

Wealth Forward LLC's EEM Position: Q2 2026 in Review

Wealth Forward LLC increased its iShares MSCI Emerging Markets ETF (EEM) stake by 5.2% in Q2 2026, buying an estimated $23.6K and bringing the position to 7,350 shares worth $503K. The position accounts for 0.25% of the portfolio, ranked #28.

Wealth Forward LLC first reported a position in EEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $575K in Q3 2024. 1,651 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Wealth Forward LLC held 7,350 shares of iShares MSCI Emerging Markets ETF worth $503K as of Q2 2026.
Wealth Forward LLC bought 362 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $23.6K.
iShares MSCI Emerging Markets ETF made up 0.25% of Wealth Forward LLC's portfolio in Q2 2026, its #28 holding.
Wealth Forward LLC first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Forward LLC's iShares MSCI Emerging Markets ETF position peaked at $575K in Q3 2024.
1,651 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.