9WM
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9258 Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

9258 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
2024
Q3 		$271K Buy
4,721
+30
+0.6% +$1.62K 0.04% 285
2024
Q2 		$251K Buy
4,691
+209
+5% +$11K 0.04% 287
2024
Q1 		$231K Sell
4,482
-505
-10% -$25.3K 0.04% 302
2023
Q4 		$252K Sell
4,987
-644
-11% -$31.2K 0.04% 276
2023
Q3 		$268K Sell
5,631
-6
-0.1% -$297 0.05% 265
2023
Q2 		$278K Sell
5,637
-1,594
-22% -$77.9K 0.05% 264
2023
Q1 		$353K Buy
7,231
+548
+8% +$26.9K 0.07% 228
2022
Q4 		$312K Sell
6,683
-1,127
-14% -$51.3K 0.07% 243
2022
Q3 		$336K Sell
7,810
-2,640
-25% -$127K 0.09% 220
2022
Q2 		$513K Sell
10,450
-1,228
-11% -$63.5K 0.13% 168
2022
Q1 		$649K Buy
11,678
+391
+3% +$22.6K 0.15% 152
2021
Q4 		$676K Sell
11,287
-378
-3% -$23.3K 0.16% 147
2021
Q3 		$720K Buy
11,665
+1,443
+14% +$91.9K 0.19% 131
2021
Q2 		$685K Sell
10,222
-4,205
-29% -$277K 0.18% 139
2021
Q1 		$929K Buy
14,427
+1,533
+12% +$101K 0.28% 87
2020
Q4 		$800K Sell
12,894
-969
-7% -$55.9K 0.26% 93
2020
Q3 		$741K Sell
13,863
-11
-0.1% -$577 0.28% 85
2020
Q2 		$660K Hold
13,874
– – 0.27% 101
2020
Q1 		$600K Buy
13,874
+1,181
+9% +$58K 0.26% 107
2019
Q4 		$682K Buy
12,693
+2,252
+22% +$116K 0.25% 115
2019
Q3 		$512K Hold
10,441
– – 0.4% 82
2019
Q2 		$537K Buy
10,441
+905
+9% +$46.3K 0.43% 79
2019
Q1 		$493K Buy
9,536
+420
+5% +$21.3K 0.42% 82
2018
Q4 		$430K Buy
+9,116
New +$441K 0.42% 83

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

9258 Wealth Management's IEMG Position: Q3 2024 in Review

9258 Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.64% in Q3 2024, buying an estimated $1.62K and bringing the position to 4,721 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #285.

9258 Wealth Management first reported a position in IEMG in Q4 2018 and has held it in 24 quarters since. The position peaked at $929K in Q1 2021. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • 9258 Wealth Management held 4,721 shares of iShares Core MSCI Emerging Markets ETF worth $271K as of Q3 2024.
  • 9258 Wealth Management bought 30 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $1.62K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #285 holding.
  • 9258 Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $929K in Q1 2021.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.