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

Laurel 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
Q1 		– Sell
-300
Closed -$16.4K – 317
2025
Q4 		$16.4K Buy
+300
New +$16.3K ﹤0.01% 436
2025
Q2 		– Sell
-300
Closed -$13.1K – 319
2025
Q1 		$13.1K Hold
300
– – ﹤0.01% 453
2024
Q4 		$12.5K Hold
300
– – ﹤0.01% 464
2024
Q3 		$13.8K Sell
300
-555
-65% -$23.9K ﹤0.01% 436
2024
Q2 		$36.4K Hold
855
– – 0.01% 316
2024
Q1 		$35.1K Sell
855
-1,517
-64% -$60.4K 0.01% 331
2023
Q4 		$95.4K Sell
2,372
-1,729
-42% -$66.8K 0.02% 232
2023
Q3 		$156K Sell
4,101
-237
-5% -$9.38K 0.03% 183
2023
Q2 		$172K Sell
4,338
-638
-13% -$25.1K 0.03% 180
2023
Q1 		$196K Sell
4,976
-750
-13% -$29.8K 0.04% 172
2022
Q4 		$217K Sell
5,726
-3,369
-37% -$124K 0.05% 156
2022
Q3 		$317K Hold
9,095
– – 0.08% 131
2022
Q2 		$365K Buy
9,095
+346
+4% +$14.5K 0.09% 130
2022
Q1 		$395K Buy
8,749
+5
+0.1% +$236 0.08% 130
2021
Q4 		$427K Buy
8,744
+67
+0.8% +$3.37K 0.09% 128
2021
Q3 		$437K Sell
8,677
-754
-8% -$39.3K 0.1% 128
2021
Q2 		$520K Buy
9,431
+22
+0.2% +$1.2K 0.11% 115
2021
Q1 		$502K Sell
9,409
-57
-0.6% -$3.12K 0.12% 116
2020
Q4 		$489K Buy
9,466
+51
+0.5% +$2.45K 0.13% 112
2020
Q3 		$415K Hold
9,415
– – 0.12% 110
2020
Q2 		$377K Buy
9,415
+31
+0.3% +$1.16K 0.12% 110
2020
Q1 		$320K Sell
9,384
-178
-2% -$7.3K 0.12% 111
2019
Q4 		$429K Sell
9,562
-112
-1% -$4.81K 0.14% 114
2019
Q3 		$395K Buy
9,674
+2,530
+35% +$104K 0.14% 115
2019
Q2 		$307K Buy
7,144
+34
+0.5% +$1.44K 0.11% 121
2019
Q1 		$305K Hold
7,110
– – 0.11% 121
2018
Q4 		$278K Buy
+7,110
New +$285K 0.11% 119

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EEM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2026, closing a stake of 300 shares — an estimated $16.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EEM in Q4 2018 and held it in 27 quarters. The position peaked at $520K in Q2 2021. 1,618 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 300 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $16.4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares MSCI Emerging Markets ETF position peaked at $520K in Q2 2021.
  • 1,618 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.