Live Oak Private Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Live Oak Private Wealth’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	$310K	Hold	5,453	–	–	0.04%	168
2025 Q4	$298K	Hold	5,453	–	–	0.04%	162
2025 Q3	$291K	Hold	5,453	–	–	0.04%	160
2025 Q2	$263K	Hold	5,453	–	–	0.04%	164
2025 Q1	$238K	Sell	5,453 -805	-13%	-$35K	0.04%	164
2024 Q4	$262K	Hold	6,258	–	–	0.04%	155
2024 Q3	$287K	Sell	6,258 -300	-5%	-$12.9K	0.05%	147
2024 Q2	$279K	Hold	6,558	–	–	0.05%	142
2024 Q1	$269K	Sell	6,558 -750	-10%	-$29.8K	0.05%	146
2023 Q4	$294K	Sell	7,308 -620	-8%	-$23.9K	0.06%	132
2023 Q3	$301K	Hold	7,928	–	–	0.06%	121
2023 Q2	$314K	Hold	7,928	–	–	0.06%	123
2023 Q1	$313K	Hold	7,928	–	–	0.06%	126
2022 Q4	$300K	Hold	7,928	–	–	0.06%	133
2022 Q3	$277K	Buy	7,928 +1,555	+24%	+$60.7K	0.06%	138
2022 Q2	$256K	Buy	6,373 +620	+11%	+$26K	0.05%	149
2022 Q1	$260K	Sell	5,753 -53	-0.9%	-$2.5K	0.05%	151
2021 Q4	$284K	Hold	5,806	–	–	0.05%	156
2021 Q3	$293K	Buy	+5,806	New	+$302K	0.06%	150
2020 Q1	–	Sell	-4,647	Closed	-$209K	–	78
2019 Q4	$209K	Buy	+4,647	New	+$199K	0.2%	74

Other funds holding EEM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Live Oak Private Wealth's EEM Position: Q1 2026 in Review

Live Oak Private Wealth held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2026 at 5,453 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #168.

Live Oak Private Wealth first reported a position in EEM in Q4 2019 and has held it in 20 quarters since. The position peaked at $314K in Q2 2023. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

Live Oak Private Wealth held 5,453 shares of iShares MSCI Emerging Markets ETF worth $310K as of Q1 2026.
Live Oak Private Wealth left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares MSCI Emerging Markets ETF made up 0.04% of Live Oak Private Wealth's portfolio in Q1 2026, its #168 holding.
Live Oak Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 20 quarters since.
Live Oak Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $314K in Q2 2023.
1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.