Abundance Wealth Counselors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Abundance Wealth Counselors’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	-75,291	Closed	-$3.52M	–	152
2022 Q4	$3.52M	Sell	75,291 -207,922	-73%	-$9.46M	0.96%	14
2022 Q3	$12.2M	Sell	283,213 -4,471	-2%	-$214K	3.48%	5
2022 Q2	$14.1M	Buy	287,684 +111,627	+63%	+$5.77M	3.83%	5
2022 Q1	$9.78M	Buy	176,057 +20,561	+13%	+$1.19M	2.66%	6
2021 Q4	$9.31M	Sell	155,496 -488,155	-76%	-$30.1M	2.39%	6
2021 Q3	$39.8M	Buy	643,651 +19,454	+3%	+$1.24M	23.22%	2
2021 Q2	$41.8M	Sell	624,197 -470	-0.1%	-$31K	10.8%	3
2021 Q1	$40.2M	Sell	624,667 -58,175	-9%	-$3.83M	9.99%	3
2020 Q4	$42.4M	Buy	682,842 +4,823	+0.7%	+$278K	10.63%	3
2020 Q3	$35.8M	Sell	678,019 -8,495	-1%	-$445K	10.31%	3
2020 Q2	$32.7M	Sell	686,514 -14,138	-2%	-$631K	9.93%	3
2020 Q1	$28.4M	Buy	700,652 +29,366	+4%	+$1.44M	9.84%	4
2019 Q4	$36.1M	Buy	671,286 +3,686	+0.6%	+$190K	10.05%	3
2019 Q3	$32.7M	Buy	667,600 +6,716	+1%	+$333K	9.96%	4
2019 Q2	$34M	Buy	660,884 +16,546	+3%	+$846K	10.58%	3
2019 Q1	$33.3M	Buy	644,338 +10,350	+2%	+$524K	10.94%	3
2018 Q4	$29.9M	Buy	+633,988	New	+$30.7M	10.98%	3

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abundance Wealth Counselors's IEMG Position: Q1 2023 in Review

Abundance Wealth Counselors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 75,291 shares — an estimated $3.52M sold.

Abundance Wealth Counselors first reported a position in IEMG in Q4 2018 and held it in 17 quarters. The position peaked at $42.4M in Q4 2020. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

Abundance Wealth Counselors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Abundance Wealth Counselors sold 75,291 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $3.52M.
Abundance Wealth Counselors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 17 quarters.
Abundance Wealth Counselors's iShares Core MSCI Emerging Markets ETF position peaked at $42.4M in Q4 2020.
1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Abundance Wealth Counselors's 13F filing for Q1 2023, filed 2 May 2023.