Affiance Financial’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Affiance Financial’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	-626	Closed	-$29.2K	–	237
2022 Q4	$29.2K	Hold	626	–	–	0.01%	208
2022 Q3	$27K	Buy	626 +333	+114%	+$16K	0.02%	104
2022 Q2	$14K	Sell	293 -20	-6%	-$1.03K	0.01%	112
2022 Q1	$17K	Hold	313	–	–	0.01%	121
2021 Q4	$19K	Hold	313	–	–	0.01%	132
2021 Q3	$19K	Hold	313	–	–	0.01%	138
2021 Q2	$21K	Buy	313 +93	+42%	+$6.13K	0.01%	142
2021 Q1	$14K	Buy	+220	New	+$14.5K	0.01%	142
2020 Q4	–	Sell	-26	Closed	-$1K	–	136
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	136
2020 Q2	$1K	Buy	+26	New	+$1.16K	﹤0.01%	130

Other funds holding IEMG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

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

Affiance Financial's IEMG Position: Q1 2023 in Review

Affiance Financial sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 626 shares — an estimated $29.2K sold.

Affiance Financial first reported a position in IEMG in Q2 2020 and held it in 10 quarters. The position peaked at $29.2K in Q4 2022. 1,528 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

Affiance Financial reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 626 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $29.2K.
Affiance Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and held it in 10 quarters.
Affiance Financial's iShares Core MSCI Emerging Markets ETF position peaked at $29.2K in Q4 2022.
1,528 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.