Laurel 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 | $940K | Buy |
56,414
+55,475
| +5,908% | +$924K | 0.01% | 269 |
|
|
2025
Q1 | $50.7K | Hold |
939
| – | – | 0.01% | 310 |
|
|
2024
Q4 | $49K | Buy |
939
+1
| +0.1% | +$52 | 0.01% | 315 |
|
|
2024
Q3 | $53.8K | Buy |
938
+245
| +35% | +$14.1K | 0.01% | 304 |
|
|
2024
Q2 | $37.1K | Buy |
693
+26
| +4% | +$1.39K | 0.01% | 312 |
|
|
2024
Q1 | $34.4K | Sell |
667
-1,752
| -72% | -$90.3K | 0.01% | 333 |
|
|
2023
Q4 | $122K | Buy |
2,419
+40
| +2% | +$2.02K | 0.02% | 208 |
|
|
2023
Q3 | $113K | Sell |
2,379
-7
| -0.3% | -$333 | 0.02% | 210 |
|
|
2023
Q2 | $118K | Buy |
2,386
+327
| +16% | +$16.1K | 0.02% | 209 |
|
|
2023
Q1 | $100K | Buy |
2,059
+1,446
| +236% | +$70.5K | 0.02% | 224 |
|
|
2022
Q4 | $28.6K | Buy |
613
+51
| +9% | +$2.38K | 0.01% | 303 |
|
|
2022
Q3 | $24K | Hold |
562
| – | – | 0.01% | 315 |
|
|
2022
Q2 | $28K | Hold |
562
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $31K | Hold |
562
| – | – | 0.01% | 310 |
|
|
2021
Q4 | $34K | Hold |
562
| – | – | 0.01% | 297 |
|
|
2021
Q3 | $35K | Hold |
562
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $38K | Hold |
562
| – | – | 0.01% | 301 |
|
|
2021
Q1 | $36K | Buy |
+562
| New | +$36K | 0.01% | 294 |
|
|
2020
Q3 | – | Sell |
-600
| Closed | -$29K | – | 538 |
|
|
2020
Q2 | $29K | Hold |
600
| – | – | 0.01% | 277 |
|
|
2020
Q1 | $24K | Hold |
600
| – | – | 0.01% | 275 |
|
|
2019
Q4 | $32K | Hold |
600
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $29K | Hold |
600
| – | – | 0.01% | 285 |
|
|
2019
Q2 | $31K | Hold |
600
| – | – | 0.01% | 281 |
|
|
2019
Q1 | $31K | Hold |
600
| – | – | 0.01% | 270 |
|
|
2018
Q4 | $28K | Buy |
+600
| New | +$28K | 0.01% | 266 |
|