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Windsor Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Windsor Advisory Group’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
-585
Closed -$32K – 91
2025
Q4 		$32K Buy
+585
New +$31.8K 0.03% 73
2025
Q3 		– Sell
-115
Closed -$5.55K – 82
2025
Q2 		$5.55K Buy
+115
New +$5.17K 0.01% 53
2024
Q4 		– Sell
-300
Closed -$13.8K – 86
2024
Q3 		$13.8K Buy
+300
New +$12.9K 0.02% 77
2024
Q2 		– Sell
-36
Closed -$1.48K – 54
2024
Q1 		$1.48K Buy
+36
New +$1.43K ﹤0.01% 50

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

Windsor Advisory Group's EEM Position: Q1 2026 in Review

Windsor Advisory Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2026, closing a stake of 585 shares — an estimated $32K sold.

Windsor Advisory Group first reported a position in EEM in Q1 2024 and held it in 4 quarters. The position peaked at $32K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold EEM as of Q1 2026.

  • Windsor Advisory Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Windsor Advisory Group sold 585 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $32K.
  • Windsor Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and held it in 4 quarters.
  • Windsor Advisory Group's iShares MSCI Emerging Markets ETF position peaked at $32K in Q4 2025.
  • 1,621 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.