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Oak Harbor Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Oak Harbor Wealth Partners’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 		$770K Sell
13,566
-899
-6% -$52.9K 0.18% 110
2025
Q4 		$791K Sell
14,465
-6,537
-31% -$356K 0.19% 106
2025
Q3 		$1.12M Sell
21,002
-79
-0.4% -$3.97K 0.28% 81
2025
Q2 		$1.02M Buy
21,081
+379
+2% +$17K 0.27% 82
2025
Q1 		$905K Buy
20,702
+187
+0.9% +$8.12K 0.26% 82
2024
Q4 		$858K Buy
20,515
+1,692
+9% +$75K 0.25% 90
2024
Q3 		$863K Buy
18,823
+682
+4% +$29.4K 0.25% 92
2024
Q2 		$773K Sell
18,141
-320
-2% -$13.4K 0.24% 88
2024
Q1 		$758K Buy
18,461
+510
+3% +$20.3K 0.24% 88
2023
Q4 		$722K Buy
17,951
+1,230
+7% +$47.5K 0.24% 87
2023
Q3 		$635K Buy
16,721
+4,468
+36% +$177K 0.22% 99
2023
Q2 		$485K Buy
12,253
+25
+0.2% +$983 0.17% 114
2023
Q1 		$483K Buy
12,228
+35
+0.3% +$1.39K 0.18% 113
2022
Q4 		$462K Sell
12,193
-26
-0.2% -$959 0.18% 106
2022
Q3 		$426K Sell
12,219
-1,460
-11% -$57K 0.17% 103
2022
Q2 		$549K Sell
13,679
-2,000
-13% -$83.9K 0.22% 88
2022
Q1 		$708K Hold
15,679
– – 0.23% 85
2021
Q4 		$766K Buy
+15,679
New +$789K 0.26% 76

Other funds holding EEM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
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

Oak Harbor Wealth Partners's EEM Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 6.2% in Q1 2026, selling an estimated $52.9K and leaving 13,566 shares worth $770K. The position accounts for 0.18% of the portfolio, ranked #110.

Oak Harbor Wealth Partners first reported a position in EEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.12M in Q3 2025. 1,607 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Oak Harbor Wealth Partners held 13,566 shares of iShares MSCI Emerging Markets ETF worth $770K as of Q1 2026.
  • Oak Harbor Wealth Partners sold 899 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $52.9K.
  • iShares MSCI Emerging Markets ETF made up 0.18% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #110 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $1.12M in Q3 2025.
  • 1,607 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.