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Almanack Investment Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Almanack Investment Partners’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
-9,136
Closed -$427K – 172
2022
Q4 		$427K Sell
9,136
-9,342
-51% -$425K 0.09% 94
2022
Q3 		$794K Buy
18,478
+10,596
+134% +$508K 0.16% 61
2022
Q2 		$387K Sell
7,882
-888
-10% -$45.9K 0.04% 278
2022
Q1 		$487K Sell
8,770
-4,283
-33% -$247K 0.04% 261
2021
Q4 		$781K Sell
13,053
-51
-0.4% -$3.15K 0.06% 186
2021
Q3 		$809K Buy
13,104
+777
+6% +$49.5K 0.07% 183
2021
Q2 		$826K Buy
12,327
+31
+0.3% +$2.04K 0.08% 160
2021
Q1 		$791K Sell
12,296
-2,210
-15% -$145K 0.08% 161
2020
Q4 		$900K Buy
14,506
+1,411
+11% +$81.3K 0.1% 120
2020
Q3 		$748K Buy
+13,095
New +$687K 0.09% 147
2020
Q2 		– Sell
-61,491
Closed -$2.49M – 272
2020
Q1 		$2.49M Buy
61,491
+17,641
+40% +$866K 0.54% 33
2019
Q4 		$2.36M Buy
+43,850
New +$2.26M 0.45% 43
2019
Q2 		– Sell
-21,741
Closed -$1.12M – 280
2019
Q1 		$1.12M Buy
21,741
+19,144
+737% +$970K 0.32% 38
2018
Q4 		$122K Sell
2,597
-9,312
-78% -$450K 0.04% 207
2018
Q3 		$597K Sell
11,909
-100,660
-89% -$5.25M 0.16% 76
2018
Q2 		$5.91M Sell
112,569
-61,289
-35% -$3.44M 2.66% 14
2018
Q1 		$10.1M Buy
173,858
+8,841
+5% +$523K 3.89% 9
2017
Q4 		$9.47M Buy
165,017
+24,602
+18% +$1.37M 3.74% 9
2017
Q3 		$7.58M Buy
+140,415
New +$7.45M 3.68% 9

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Almanack Investment Partners's IEMG Position: Q1 2023 in Review

Almanack Investment Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 9,136 shares — an estimated $427K sold.

Almanack Investment Partners first reported a position in IEMG in Q3 2017 and held it in 19 quarters. The position peaked at $10.1M in Q1 2018. 1,528 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

  • Almanack Investment Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 9,136 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $427K.
  • Almanack Investment Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and held it in 19 quarters.
  • Almanack Investment Partners's iShares Core MSCI Emerging Markets ETF position peaked at $10.1M in Q1 2018.
  • 1,528 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Almanack Investment Partners's 13F filing for Q1 2023, filed 8 May 2023.