AJ Wealth Strategies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

AJ Wealth Strategies’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 Q2	$2.55M	Hold	51,793	–	–	0.12%	82
2023 Q1	$2.53M	Hold	51,793	–	–	0.13%	77
2022 Q4	$2.42M	Buy	51,793 +40,368	+353%	+$1.84M	0.13%	80
2022 Q3	$491K	Hold	11,425	–	–	0.03%	182
2022 Q2	$561K	Sell	11,425 -23,525	-67%	-$1.22M	0.03%	176
2022 Q1	$1.94M	Buy	34,950 +13,208	+61%	+$763K	0.1%	97
2021 Q4	$1.3M	Buy	21,742 +12,682	+140%	+$783K	0.06%	122
2021 Q3	$560K	Sell	9,060 -600	-6%	-$38.2K	0.03%	178
2021 Q2	$647K	Buy	9,660 +600	+7%	+$39.5K	0.04%	158
2021 Q1	$583K	Sell	9,060 -7,000	-44%	-$461K	0.04%	151
2020 Q4	$996K	Sell	16,060 -4,000	-20%	-$231K	0.09%	107
2020 Q3	$1.06M	Hold	20,060	–	–	0.11%	84
2020 Q2	$955K	Sell	20,060 -7,500	-27%	-$335K	0.11%	84
2020 Q1	$1.11M	Buy	+27,560	New	+$1.35M	0.15%	52

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

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

BlackRock New York $5.72T AUM 30.48% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AJ Wealth Strategies's IEMG Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2023 at 51,793 shares worth $2.55M. The position accounts for 0.12% of the portfolio, ranked #82.

AJ Wealth Strategies first reported a position in IEMG in Q1 2020 and has held it in 14 quarters since. 1,558 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

AJ Wealth Strategies held 51,793 shares of iShares Core MSCI Emerging Markets ETF worth $2.55M as of Q2 2023.
AJ Wealth Strategies left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2023.
iShares Core MSCI Emerging Markets ETF made up 0.12% of AJ Wealth Strategies's portfolio in Q2 2023, its #82 holding.
AJ Wealth Strategies first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 14 quarters since.
1,558 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.