Laidlaw Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Laidlaw Wealth Management’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,044	Closed	-$298K	–	312
2023 Q2	$298K	Sell	6,044 -251	-4%	-$12.3K	0.06%	266
2023 Q1	$307K	Sell	6,295 -1,567	-20%	-$76.9K	0.06%	261
2022 Q4	$367K	Sell	7,862 -282	-3%	-$12.8K	0.08%	234
2022 Q3	$350K	Buy	8,144 +675	+9%	+$32.4K	0.08%	215
2022 Q2	$366K	Sell	7,469 -103	-1%	-$5.32K	0.07%	235
2022 Q1	$421K	Sell	7,572 -492	-6%	-$28.4K	0.07%	241
2021 Q4	$483K	Sell	8,064 -291	-3%	-$18K	0.08%	228
2021 Q3	$516K	Sell	8,355 -3,139	-27%	-$200K	0.13%	150
2021 Q2	$770K	Buy	11,494 +113	+1%	+$7.45K	0.2%	111
2021 Q1	$733K	Sell	11,381 -1,964	-15%	-$129K	0.25%	99
2020 Q4	$828K	Sell	13,345 -574	-4%	-$33.1K	0.17%	142
2020 Q3	$735K	Buy	13,919 +396	+3%	+$20.8K	0.33%	87
2020 Q2	$644K	Sell	13,523 -635	-4%	-$28.3K	0.34%	86
2020 Q1	$573K	Sell	14,158 -4,145	-23%	-$204K	0.38%	79
2019 Q4	$984K	Buy	+18,303	New	+$943K	0.62%	59

Other funds holding IEMG

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Laidlaw Wealth Management's IEMG Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 6,044 shares — an estimated $298K sold.

Laidlaw Wealth Management first reported a position in IEMG in Q4 2019 and held it in 15 quarters. The position peaked at $984K in Q4 2019. 1,551 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 6,044 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $298K.
Laidlaw Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 15 quarters.
Laidlaw Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $984K in Q4 2019.
1,551 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.