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 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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Laurel Wealth Planning's IEMG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 303 shares — an estimated $14.2K sold.

Laurel Wealth Planning first reported a position in IEMG in Q4 2020 and held it in 9 quarters. The position peaked at $230K in Q1 2021. 1,528 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

Laurel Wealth Planning reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 303 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $14.2K.
Laurel Wealth Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's iShares Core MSCI Emerging Markets ETF position peaked at $230K in Q1 2021.
1,528 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.