Laurel Wealth Advisors (California)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$513K	Sell	13,548 -320	-2%	-$11.8K	0.05%	350
2022 Q3	$483K	Buy	+13,868	New	+$541K	0.05%	351
2021 Q1	–	Sell	-8,818	Closed	-$456K	–	459
2020 Q4	$456K	Sell	8,818 -143	-2%	-$6.88K	0.07%	262
2020 Q3	$395K	Sell	8,961 -69	-0.8%	-$3.03K	0.07%	256
2020 Q2	$361K	Sell	9,030 -1,249	-12%	-$46.8K	0.07%	265
2020 Q1	$351K	Sell	10,279 -1,762	-15%	-$72.3K	0.08%	249
2019 Q4	$540K	Sell	12,041 -4,053	-25%	-$174K	0.09%	230
2019 Q3	$658K	Buy	16,094 +3,157	+24%	+$130K	0.11%	201
2019 Q2	$555K	Buy	12,937 +4,307	+50%	+$183K	0.12%	187
2019 Q1	$370K	Buy	+8,630	New	+$363K	0.09%	252
2018 Q4	–	Sell	-4,446	Closed	-$190K	–	369
2018 Q3	$190K	Buy	+4,446	New	+$192K	0.05%	377
2018 Q2	–	Sell	-4,340	Closed	-$209K	–	386
2018 Q1	$209K	Hold	4,340	–	–	0.06%	323
2017 Q4	$204K	Sell	4,340 -1,659	-28%	-$76.8K	0.06%	330
2017 Q3	$248K	Hold	5,999	–	–	0.08%	252
2017 Q2	$248K	Sell	5,999 -176	-3%	-$7.16K	0.09%	248
2017 Q1	$243K	Buy	6,175 +580	+10%	+$22K	0.09%	224
2016 Q4	$195K	Buy	+5,595	New	+$202K	0.09%	236

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EEM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.3% in Q4 2022, selling an estimated $11.8K and leaving 13,548 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #350.

Laurel Wealth Advisors (California) first reported a position in EEM in Q4 2016 and has held it in 17 quarters since. The position peaked at $658K in Q3 2019. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

Laurel Wealth Advisors (California) held 13,548 shares of iShares MSCI Emerging Markets ETF worth $513K as of Q4 2022.
Laurel Wealth Advisors (California) sold 320 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $11.8K.
iShares MSCI Emerging Markets ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #350 holding.
Laurel Wealth Advisors (California) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and has held it in 17 quarters since.
Laurel Wealth Advisors (California)'s iShares MSCI Emerging Markets ETF position peaked at $658K in Q3 2019.
1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.