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Carolinas Wealth Consulting’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-18,218
Closed -$796K – 253
2025
Q1 		$796K Buy
18,218
+176
+1% +$7.64K 0.17% 74
2024
Q4 		$754K Buy
18,042
+844
+5% +$37.4K 0.15% 79
2024
Q3 		$789K Buy
17,198
+2,248
+15% +$96.9K 0.14% 80
2024
Q2 		$637K Sell
14,950
-2,397
-14% -$101K 0.12% 90
2024
Q1 		$713K Buy
17,347
+3,497
+25% +$139K 0.14% 77
2023
Q4 		$557K Buy
13,850
+106
+0.8% +$4.09K 0.12% 85
2023
Q3 		$504K Sell
13,744
-483
-3% -$19.1K 0.13% 80
2023
Q2 		$563K Sell
14,227
-3,134
-18% -$123K 0.11% 91
2023
Q1 		$685K Buy
17,361
+737
+4% +$29.3K 0.15% 85
2022
Q4 		$630K Sell
16,624
-4,435
-21% -$164K 0.14% 81
2022
Q3 		$735K Sell
21,059
-516
-2% -$20.1K 0.19% 63
2022
Q2 		$865K Sell
21,575
-115
-0.5% -$4.82K 0.21% 61
2022
Q1 		$979K Buy
21,690
+1,087
+5% +$51.3K 0.22% 58
2021
Q4 		$1.01M Buy
20,603
+3,189
+18% +$160K 0.22% 54
2021
Q3 		$877K Buy
17,414
+557
+3% +$29K 0.2% 56
2021
Q2 		$930K Sell
16,857
-4,011
-19% -$218K 0.2% 56
2021
Q1 		$1.11M Buy
20,868
+1,051
+5% +$57.5K 0.27% 48
2020
Q4 		$1.02M Sell
19,817
-3,452
-15% -$166K 0.28% 47
2020
Q3 		$1.03M Sell
23,269
-723
-3% -$31.7K 0.35% 44
2020
Q2 		$959K Sell
23,992
-2,241
-9% -$83.9K 0.38% 42
2020
Q1 		$894K Buy
26,233
+12,052
+85% +$494K 0.48% 37
2019
Q4 		$634K Buy
+14,181
New +$609K 0.66% 32

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Carolinas Wealth Consulting's EEM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2025, closing a stake of 18,218 shares — an estimated $796K sold.

Carolinas Wealth Consulting first reported a position in EEM in Q4 2019 and held it in 22 quarters. The position peaked at $1.11M in Q1 2021. 1,355 funds tracked by Wall St. Rank hold EEM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 18,218 iShares MSCI Emerging Markets ETF shares in Q2 2025, an estimated $796K.
  • Carolinas Wealth Consulting first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares MSCI Emerging Markets ETF position peaked at $1.11M in Q1 2021.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.