LWP
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Laurel Wealth Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-303
Closed -$14.2K – 117
2022
Q4 		$14.2K Buy
303
+258
+573% +$11.7K 0.01% 145
2022
Q3 		$2K Hold
45
– – ﹤0.01% 202
2022
Q2 		$2K Sell
45
-3,180
-99% -$164K ﹤0.01% 221
2022
Q1 		$179K Buy
3,225
+63
+2% +$3.64K 0.12% 71
2021
Q4 		$189K Sell
3,162
-137
-4% -$8.45K 0.14% 65
2021
Q3 		$204K Hold
3,299
– – 0.16% 59
2021
Q2 		$221K Sell
3,299
-275
-8% -$18.1K 0.19% 46
2021
Q1 		$230K Sell
3,574
-28
-0.8% -$1.84K 0.21% 43
2020
Q4 		$223K Buy
+3,602
New +$208K 0.22% 39

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return