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Guardian Wealth Advisors (North Carolina)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-274
Closed -$15.6K – 422
2026
Q1 		$15.6K Buy
+274
New +$16.1K ﹤0.01% 521
2025
Q3 		– Sell
-274
Closed -$13.2K – 389
2025
Q2 		$13.2K Hold
274
– – ﹤0.01% 468
2025
Q1 		$12K Sell
274
-2
-0.7% -$87 ﹤0.01% 453
2024
Q4 		$11.5K Buy
276
+252
+1,050% +$11.2K ﹤0.01% 434
2024
Q3 		$1.1K Hold
24
– – ﹤0.01% 433
2024
Q2 		$1.02K Sell
24
-603
-96% -$25.3K ﹤0.01% 421
2024
Q1 		$25.7K Sell
627
-52
-8% -$2.07K ﹤0.01% 351
2023
Q4 		$27.3K Sell
679
-84
-11% -$3.24K ﹤0.01% 340
2023
Q3 		$29K Buy
763
+6
+0.8% +$238 ﹤0.01% 322
2023
Q2 		$29.9K Sell
757
-2
-0.3% -$79 0.01% 305
2023
Q1 		$30K Hold
759
– – 0.01% 297
2022
Q4 		$28.8K Buy
759
+82
+12% +$3.02K 0.01% 282
2022
Q3 		$24K Sell
677
-899
-57% -$35.1K ﹤0.01% 263
2022
Q2 		$63K Buy
1,576
+677
+75% +$28.4K 0.01% 224
2022
Q1 		$41K Hold
899
– – 0.02% 193
2021
Q4 		$44K Buy
+899
New +$45.2K 0.02% 176

Other funds holding EEM

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s EEM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2026, closing a stake of 274 shares — an estimated $15.6K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in EEM in Q4 2021 and held it in 16 quarters. The position peaked at $63K in Q2 2022. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 274 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $15.6K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 16 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares MSCI Emerging Markets ETF position peaked at $63K in Q2 2022.
  • 1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.