Guardian Wealth Advisors (North Carolina)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Sell |
17,711
-147,580
| -89% | -$8.86M | 0.07% | 136 |
|
2025
Q1 | $8.92M | Buy |
165,291
+8,447
| +5% | +$456K | 0.71% | 30 |
|
2024
Q4 | $8.19M | Buy |
+156,844
| New | +$8.19M | 0.65% | 33 |
|
2022
Q2 | – | Sell |
-30,885
| Closed | -$1.72M | – | 363 |
|
2022
Q1 | $1.72M | Buy |
30,885
+6,835
| +28% | +$380K | 0.74% | 21 |
|
2021
Q4 | $1.44M | Buy |
+24,050
| New | +$1.44M | 0.62% | 37 |
|