Royal Fund Management, LLC EEM β€” ISHARES TRUST MSCI EMG MKT ETF

Ownership history in Royal Fund Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Royal Fund Management, LLC reported ISHARES TRUST MSCI EMG MKT ETF (EEM) in 3 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.31% in 2026 Q2. The latest visible filing shows EEM at 1.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Royal Fund Management, LLC's position in ISHARES TRUST MSCI EMG MKT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EEM was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EEM stock page Royal Fund Management, LLC fund profile Royal Fund Management, LLC full holdings
How Royal Fund Management, LLC held EEM β€” position size vs. price
% of Fund (quarterly)    EEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 229,379 +223,309 +3678.9% 1.31% $15.7M 2026-07-20 $63.56
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EEM

As of 2026 Q2 β€” sorted by position size

Greenfield FTC, Inc. 3Y 17.51% Carrhae Capital LLP 15.16% HWG Holdings LP 3Y 7Y 8.63% VISTA FINANCE, LLC 3Y 8.16% Beirne Wealth Consulting Services, LLC 3Y 7Y 7.16% WASHINGTON GROWTH STRATEGIES LLC 6.61% Finley Financial, LLC 6.19% AMARILLO NATIONAL BANK 3Y 7Y 6.0% COLTON GROOME FINANCIAL ADVISORS, LLC 3Y 7Y 5.22% LWM ADVISORS INC 5.13%

FAQ About Royal Fund Management, LLC and EEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Royal Fund Management, LLC reported owning EEM?

Royal Fund Management, LLC reported EEM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported EEM position in Royal Fund Management, LLC's portfolio?

The largest reported portfolio weight for EEM was 1.31% in 2026 Q2.

What is the latest reported EEM position on this page?

The most recent filing on this page is 2026 Q2, when Royal Fund Management, LLC reported 229,379 shares, equal to 1.31% of portfolio, with an estimated market value of $15.7M.

What does the chart on this EEM ownership page compare?

The chart compares Royal Fund Management, LLC's quarterly EEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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