Ameliora Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Ameliora Wealth Management’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 Q4	–	Sell	-2,890	Closed	-$138K	–	209
2023 Q3	$138K	Hold	2,890	–	–	0.08%	89
2023 Q2	$142K	Sell	2,890 -2,890	-50%	-$141K	0.09%	88
2023 Q1	$282K	Buy	+5,780	New	+$284K	0.16%	80

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameliora Wealth Management's IEMG Position: Q4 2023 in Review

Ameliora Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2023, closing a stake of 2,890 shares — an estimated $138K sold.

Ameliora Wealth Management first reported a position in IEMG in Q1 2023 and held it in 3 quarters. The position peaked at $282K in Q1 2023. 1,689 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

Ameliora Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Ameliora Wealth Management sold 2,890 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $138K.
Ameliora Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and held it in 3 quarters.
Ameliora Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $282K in Q1 2023.
1,689 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.