Oxford Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $137K | Sell |
2,415
-1,113
| -32% | -$65.5K | 0.01% | 253 |
|
|
2025
Q4 | $193K | Buy |
3,528
+433
| +14% | +$23.5K | 0.01% | 234 |
|
|
2025
Q3 | $165K | Hold |
3,095
| – | – | 0.01% | 226 |
|
|
2025
Q2 | $149K | Buy |
3,095
+10
| +0.3% | +$450 | 0.01% | 214 |
|
|
2025
Q1 | $135K | Sell |
3,085
-1,045
| -25% | -$45.4K | 0.01% | 218 |
|
|
2024
Q4 | $173K | Hold |
4,130
| – | – | 0.01% | 244 |
|
|
2024
Q3 | $189K | Hold |
4,130
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $176K | Hold |
4,130
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $170K | Hold |
4,130
| – | – | 0.01% | 220 |
|
|
2023
Q4 | $166K | Hold |
4,130
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $157K | Sell |
4,130
-1,160
| -22% | -$45.9K | 0.01% | 219 |
|
|
2023
Q2 | $209K | Buy |
5,290
+1,150
| +28% | +$45.2K | 0.02% | 223 |
|
|
2023
Q1 | $163K | Sell |
4,140
-836
| -17% | -$33.2K | 0.02% | 192 |
|
|
2022
Q4 | $189K | Sell |
4,976
-29,373
| -86% | -$1.08M | 0.02% | 188 |
|
|
2022
Q3 | $1.2M | Sell |
34,349
-30,801
| -47% | -$1.2M | 0.18% | 58 |
|
|
2022
Q2 | $2.61M | Buy |
65,150
+3,589
| +6% | +$151K | 0.39% | 30 |
|
|
2022
Q1 | $2.78M | Buy |
61,561
+1,049
| +2% | +$49.5K | 0.35% | 31 |
|
|
2021
Q4 | $2.96M | Buy |
60,512
+3,840
| +7% | +$193K | 0.33% | 35 |
|
|
2021
Q3 | $2.85M | Buy |
56,672
+3,469
| +7% | +$181K | 0.36% | 31 |
|
|
2021
Q2 | $2.93M | Buy |
53,203
+585
| +1% | +$31.8K | 0.39% | 28 |
|
|
2021
Q1 | $2.81M | Sell |
52,618
-290
| -0.5% | -$15.9K | 0.39% | 28 |
|
|
2020
Q4 | $2.73M | Sell |
52,908
-1,410
| -3% | -$67.8K | 0.4% | 28 |
|
|
2020
Q3 | $2.4M | Sell |
54,318
-6,433
| -11% | -$282K | 0.39% | 30 |
|
|
2020
Q2 | $2.43M | Buy |
60,751
+3,426
| +6% | +$128K | 0.41% | 30 |
|
|
2020
Q1 | $1.96M | Buy |
57,325
+4,104
| +8% | +$168K | 0.39% | 31 |
|
|
2019
Q4 | $2.39M | Buy |
53,221
+1,775
| +3% | +$76.2K | 0.66% | 25 |
|
|
2019
Q3 | $2.1M | Buy |
51,446
+41,044
| +395% | +$1.69M | 0.66% | 24 |
|
|
2019
Q2 | $446K | Hold |
10,402
| – | – | 0.15% | 40 |
|
|
2019
Q1 | $446K | Sell |
10,402
-17,349
| -63% | -$730K | 0.16% | 39 |
|
|
2018
Q4 | $1.08M | Buy |
27,751
+17,349
| +167% | +$695K | 0.35% | 23 |
|
|
2018
Q3 | $446K | Hold |
10,402
| – | – | 0.21% | 27 |
|
|
2018
Q2 | $451K | Sell |
10,402
-25
| -0.2% | -$1.16K | 0.23% | 27 |
|
|
2018
Q1 | $503K | Buy |
10,427
+25
| +0.2% | +$1.23K | 0.29% | 26 |
|
|
2017
Q4 | $490K | Buy |
10,402
+4,014
| +63% | +$186K | 0.34% | 25 |
|
|
2017
Q3 | $286K | Buy |
+6,388
| New | +$281K | 0.2% | 28 |
|
Other funds holding EEM
BOTOTLSJU
Oxford Financial Group's EEM Position: Q1 2026 in Review
Oxford Financial Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 32% in Q1 2026, selling an estimated $65.5K and leaving 2,415 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #253.
Oxford Financial Group first reported a position in EEM in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.96M in Q4 2021. 1,610 funds tracked by Wall St. Rank hold EEM as of Q1 2026.
- Oxford Financial Group held 2,415 shares of iShares MSCI Emerging Markets ETF worth $137K as of Q1 2026.
- Oxford Financial Group sold 1,113 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $65.5K.
- iShares MSCI Emerging Markets ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #253 holding.
- Oxford Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and has held it in 35 quarters since.
- Oxford Financial Group's iShares MSCI Emerging Markets ETF position peaked at $2.96M in Q4 2021.
- 1,610 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.