Accel Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Accel 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 Q1	–	Sell	-5,248	Closed	-$265K	–	232
2023 Q4	$265K	Buy	5,248 +206	+4%	+$9.98K	0.13%	154
2023 Q3	$240K	Hold	5,042	–	–	0.13%	146
2023 Q2	$249K	Buy	5,042 +3,972	+371%	+$194K	0.14%	142
2023 Q1	$52.2K	Hold	1,070	–	–	0.02%	469
2022 Q4	$50K	Sell	1,070 -6	-0.6%	-$273	0.02%	363
2022 Q3	$49K	Buy	1,076 +592	+122%	+$28.4K	0.03%	371
2022 Q2	$23K	Hold	484	–	–	0.01%	508
2022 Q1	$27K	Buy	484 +224	+86%	+$12.9K	0.01%	493
2021 Q4	$16K	Hold	260	–	–	0.01%	610
2021 Q3	$16K	Sell	260 -84	-24%	-$5.35K	0.01%	547
2021 Q2	$23K	Buy	344 +6	+2%	+$395	0.02%	506
2021 Q1	$22K	Hold	338	–	–	0.02%	481
2020 Q4	$21K	Buy	+338	New	+$19.5K	0.02%	477

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Accel Wealth Management's IEMG Position: Q1 2024 in Review

Accel Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 5,248 shares — an estimated $265K sold.

Accel Wealth Management first reported a position in IEMG in Q4 2020 and held it in 13 quarters. The position peaked at $265K in Q4 2023. 1,655 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

Accel Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Accel Wealth Management sold 5,248 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $265K.
Accel Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 13 quarters.
Accel Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $265K in Q4 2023.
1,655 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Accel Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.