AFG
IEMG icon

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

Albion Financial Group’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
-1,000
Closed -$49.3K – 489
2023
Q2 		$49.3K Buy
+1,000
New +$48.8K ﹤0.01% 225

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Albion Financial Group's IEMG Position: Q3 2023 in Review

Albion Financial Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 1,000 shares — an estimated $49.3K sold.

Albion Financial Group first reported a position in IEMG in Q2 2023 and held it in 1 quarter. The position peaked at $49.3K in Q2 2023. 1,551 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

  • Albion Financial Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Albion Financial Group sold 1,000 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $49.3K.
  • Albion Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and held it in 1 quarter.
  • Albion Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $49.3K in Q2 2023.
  • 1,551 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Albion Financial Group's 13F filing for Q3 2023, filed 1 Nov 2023.