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	–	461
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

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Korea Investment Corp

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return