Annapolis Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Annapolis Financial Services’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	$1.74M	Sell	30,317 -99	-0.3%	-$5.36K	0.52%	41
2024 Q2	$1.63M	Sell	30,416 -273	-0.9%	-$14.4K	0.53%	42
2024 Q1	$1.58M	Buy	30,689 +602	+2%	+$30.1K	0.52%	42
2023 Q4	$1.52M	Sell	30,087 -503	-2%	-$24.4K	0.38%	59
2023 Q3	$1.46M	Sell	30,590 -1,536	-5%	-$76K	0.42%	56
2023 Q2	$1.58M	Hold	32,126	–	–	0.45%	51
2023 Q1	$1.57M	Hold	32,126	–	–	0.48%	50
2022 Q4	$1.5M	Buy	32,126 +6,677	+26%	+$304K	0.49%	48
2022 Q3	$1.09M	Buy	25,449 +329	+1%	+$15.8K	0.4%	56
2022 Q2	$1.23M	Sell	25,120 -1,814	-7%	-$93.7K	0.45%	51
2022 Q1	$1.5M	Buy	26,934 +2,049	+8%	+$118K	0.49%	48
2021 Q4	$1.49M	Buy	24,885 +258	+1%	+$15.9K	0.46%	49
2021 Q3	$1.52M	Hold	24,627	–	–	0.5%	42
2021 Q2	$1.65M	Sell	24,627 -1,167	-5%	-$76.9K	0.55%	37
2021 Q1	$1.66M	Sell	25,794 -1,644	-6%	-$108K	0.61%	36
2020 Q4	$1.7M	Buy	+27,438	New	+$1.58M	0.66%	35

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Annapolis Financial Services's IEMG Position: Q3 2024 in Review

Annapolis Financial Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.33% in Q3 2024, selling an estimated $5.36K and leaving 30,317 shares worth $1.74M. The position accounts for 0.52% of the portfolio, ranked #41.

Annapolis Financial Services first reported a position in IEMG in Q4 2020 and has held it in 16 quarters since. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Annapolis Financial Services held 30,317 shares of iShares Core MSCI Emerging Markets ETF worth $1.74M as of Q3 2024.
Annapolis Financial Services sold 99 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $5.36K.
iShares Core MSCI Emerging Markets ETF made up 0.52% of Annapolis Financial Services's portfolio in Q3 2024, its #41 holding.
Annapolis Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 16 quarters since.
1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.