Advanced Research Investment Solutions’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Advanced Research Investment Solutions’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 Q3	–	Sell	-14,926	Closed	-$736K	–	32
2023 Q2	$736K	Buy	+14,926	New	+$729K	0.42%	19
2022 Q4	–	Sell	-172	Closed	-$7K	–	86
2022 Q3	$7K	Hold	172	–	–	﹤0.01%	142
2022 Q2	$8K	Sell	172 -2,769	-94%	-$143K	﹤0.01%	104
2022 Q1	$163K	Buy	2,941 +2,769	+1,610%	+$160K	0.07%	42
2021 Q4	$10K	Hold	172	–	–	﹤0.01%	141
2021 Q3	$10.6K	Buy	+172	New	+$10.9K	0.01%	111

Other funds holding IEMG

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

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

Advanced Research Investment Solutions's IEMG Position: Q3 2023 in Review

Advanced Research Investment Solutions sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 14,926 shares — an estimated $736K sold.

Advanced Research Investment Solutions first reported a position in IEMG in Q3 2021 and held it in 6 quarters. The position peaked at $736K in Q2 2023. 1,548 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Advanced Research Investment Solutions reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Advanced Research Investment Solutions sold 14,926 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $736K.
Advanced Research Investment Solutions first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2021 and held it in 6 quarters.
Advanced Research Investment Solutions's iShares Core MSCI Emerging Markets ETF position peaked at $736K in Q2 2023.
1,548 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Advanced Research Investment Solutions's 13F filing for Q3 2023, filed 9 Nov 2023.