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Accretive Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Accretive Wealth Partners’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
2025
Q1 		– Sell
-7,445
Closed -$389K – 143
2024
Q4 		$389K Sell
7,445
-23
-0.3% -$1.27K 0.17% 109
2024
Q3 		$429K Sell
7,468
-2,782
-27% -$151K 0.18% 106
2024
Q2 		$549K Buy
10,250
+2,470
+32% +$130K 0.23% 101
2024
Q1 		$416K Sell
7,780
-432
-5% -$21.6K 0.18% 107
2023
Q4 		$415K Buy
8,212
+462
+6% +$22.4K 0.2% 107
2023
Q3 		$369K Sell
7,750
-332
-4% -$16.4K 0.22% 98
2023
Q2 		$398K Buy
8,082
+219
+3% +$10.7K 0.24% 94
2023
Q1 		$384K Buy
7,863
+358
+5% +$17.6K 0.25% 96
2022
Q4 		$350K Sell
7,505
-2,505
-25% -$114K 0.24% 97
2022
Q3 		$430K Buy
10,010
+87
+0.9% +$4.17K 0.33% 87
2022
Q2 		$487K Sell
9,923
-6,401
-39% -$331K 0.35% 82
2022
Q1 		$907K Sell
16,324
-7,960
-33% -$460K 0.57% 62
2021
Q4 		$1.45M Buy
24,284
+1,838
+8% +$113K 0.93% 33
2021
Q3 		$1.39M Buy
22,446
+923
+4% +$58.8K 0.98% 28
2021
Q2 		$1.44M Buy
21,523
+2,029
+10% +$134K 1.04% 26
2021
Q1 		$1.25M Buy
19,494
+3,725
+24% +$245K 1.13% 21
2020
Q4 		$978K Buy
+15,769
New +$909K 0.97% 33

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Accretive Wealth Partners's IEMG Position: Q1 2025 in Review

Accretive Wealth Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 7,445 shares — an estimated $389K sold.

Accretive Wealth Partners first reported a position in IEMG in Q4 2020 and held it in 17 quarters. The position peaked at $1.45M in Q4 2021. 1,844 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

  • Accretive Wealth Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Accretive Wealth Partners sold 7,445 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $389K.
  • Accretive Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 17 quarters.
  • Accretive Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $1.45M in Q4 2021.
  • 1,844 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Accretive Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.