Guardian Wealth Advisors (North Carolina)’s iShares Latin America 40 ETF ILF Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio ILF Stock Details ILF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-300	Closed	-$7.43K	–	460
2024 Q2	$7.43K	Buy	300 +7	+2%	+$189	﹤0.01%	378
2024 Q1	$8.32K	Hold	293	–	–	﹤0.01%	392
2023 Q4	$8.5K	Buy	293 +9	+3%	+$241	﹤0.01%	385
2023 Q3	$7.26K	Hold	284	–	–	﹤0.01%	368
2023 Q2	$7.72K	Buy	284 +5	+2%	+$127	﹤0.01%	352
2023 Q1	$6.67K	Hold	279	–	–	﹤0.01%	351
2022 Q4	$6.39K	Buy	279 +20	+8%	+$497	﹤0.01%	329
2022 Q3	$6K	Hold	259	–	–	﹤0.01%	303
2022 Q2	$6K	Buy	259 +12	+5%	+$320	﹤0.01%	305
2022 Q1	$8K	Buy	+247	New	+$6.51K	﹤0.01%	219

Other funds holding ILF

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ILF Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Latin America 40 ETF (ILF) in Q3 2024, closing a stake of 300 shares — an estimated $7.43K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ILF in Q1 2022 and held it in 10 quarters. The position peaked at $8.5K in Q4 2023. 165 funds tracked by Wall St. Rank hold ILF as of Q3 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Latin America 40 ETF position as of Q3 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 300 iShares Latin America 40 ETF shares in Q3 2024, an estimated $7.43K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Latin America 40 ETF in Q1 2022 and held it in 10 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Latin America 40 ETF position peaked at $8.5K in Q4 2023.
165 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.