Laurel Wealth Advisors (California)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$547K	Buy	11,717 +1,769	+18%	+$80.5K	0.05%	339
2022 Q3	$428K	Sell	9,948 -38	-0.4%	-$1.82K	0.05%	378
2022 Q2	$490K	Buy	9,986 +2,412	+32%	+$125K	0.05%	362
2022 Q1	$421K	Buy	7,574 +994	+15%	+$57.4K	0.03%	465
2021 Q4	$394K	Buy	6,580 +2,345	+55%	+$145K	0.03%	538
2021 Q3	$262K	Sell	4,235 -1,670	-28%	-$106K	0.05%	370
2021 Q2	$396K	Buy	+5,905	New	+$389K	0.05%	330
2021 Q1	–	Sell	-3,403	Closed	-$211K	–	464
2020 Q4	$211K	Buy	+3,403	New	+$196K	0.03%	412
2020 Q1	–	Sell	-4,604	Closed	-$247K	–	401
2019 Q4	$247K	Buy	+4,604	New	+$237K	0.04%	397

Other funds holding IEMG

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IEMG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q4 2022, buying an estimated $80.5K and bringing the position to 11,717 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #339.

Laurel Wealth Advisors (California) first reported a position in IEMG in Q4 2019 and has held it in 9 quarters since. 1,452 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

Laurel Wealth Advisors (California) held 11,717 shares of iShares Core MSCI Emerging Markets ETF worth $547K as of Q4 2022.
Laurel Wealth Advisors (California) bought 1,769 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $80.5K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #339 holding.
Laurel Wealth Advisors (California) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 9 quarters since.
1,452 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.