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 Q3	$467K	Sell	6,988 -362	-5%	-$23.9K	0.21%	35
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

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Wealth Forward LLC's EEM Position: Q3 2026 in Review

Wealth Forward LLC reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4.9% in Q3 2026, selling an estimated $23.9K and leaving 6,988 shares worth $467K. The position accounts for 0.21% of the portfolio, ranked #35.

Wealth Forward LLC first reported a position in EEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $575K in Q3 2024. 527 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

Wealth Forward LLC held 6,988 shares of iShares MSCI Emerging Markets ETF worth $467K as of Q3 2026.
Wealth Forward LLC sold 362 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $23.9K.
iShares MSCI Emerging Markets ETF made up 0.21% of Wealth Forward LLC's portfolio in Q3 2026, its #35 holding.
Wealth Forward LLC first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
Wealth Forward LLC's iShares MSCI Emerging Markets ETF position peaked at $575K in Q3 2024.
527 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.