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Alera Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$4.97M Sell
86,534
-3,705
-4% -$201K 0.58% 32
2024
Q2 		$4.83M Sell
90,239
-40,998
-31% -$2.16M 0.58% 34
2024
Q1 		$6.77M Sell
131,237
-18,041
-12% -$903K 0.92% 18
2023
Q4 		$7.55M Sell
149,278
-1,748
-1% -$84.7K 0.99% 20
2023
Q3 		$7.19M Sell
151,026
-9,035
-6% -$447K 1.18% 15
2023
Q2 		$7.89M Buy
160,061
+3,739
+2% +$183K 1.7% 13
2023
Q1 		$7.63M Sell
156,322
-15,309
-9% -$751K 1.76% 13
2022
Q4 		$8.02M Buy
171,631
+51,236
+43% +$2.33M 1.89% 12
2022
Q3 		$5.17M Buy
120,395
+3,589
+3% +$172K 1.46% 17
2022
Q2 		$5.73M Buy
116,806
+14,250
+14% +$736K 1.6% 15
2022
Q1 		$5.7M Buy
102,556
+8,825
+9% +$510K 1.3% 14
2021
Q4 		$5.61M Buy
93,731
+14,823
+19% +$915K 1.54% 14
2021
Q3 		$4.87M Sell
78,908
-595
-0.7% -$37.9K 1.44% 14
2021
Q2 		$5.32M Sell
79,503
-1,209
-1% -$79.7K 1.6% 14
2021
Q1 		$5.19M Sell
80,712
-5,973
-7% -$393K 1.71% 12
2020
Q4 		$5.38M Sell
86,685
-13,130
-13% -$757K 1.9% 13
2020
Q3 		$5.27M Sell
99,815
-3,851
-4% -$202K 2.1% 11
2020
Q2 		$4.92M Buy
103,666
+81,806
+374% +$3.65M 2.59% 9
2020
Q1 		$3.32M Buy
+21,860
New +$1.07M 2.01% 13

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

Alera Investment Advisors's IEMG Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.1% in Q3 2024, selling an estimated $201K and leaving 86,534 shares worth $4.97M. The position accounts for 0.58% of the portfolio, ranked #32.

Alera Investment Advisors first reported a position in IEMG in Q1 2020 and has held it in 19 quarters since. The position peaked at $8.02M in Q4 2022. 1,731 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • Alera Investment Advisors held 86,534 shares of iShares Core MSCI Emerging Markets ETF worth $4.97M as of Q3 2024.
  • Alera Investment Advisors sold 3,705 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $201K.
  • iShares Core MSCI Emerging Markets ETF made up 0.58% of Alera Investment Advisors's portfolio in Q3 2024, its #32 holding.
  • Alera Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 19 quarters since.
  • Alera Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $8.02M in Q4 2022.
  • 1,731 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.