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Annex Advisory Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Annex Advisory 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
2025
Q1 		– Sell
-5,920
Closed -$309K – 322
2024
Q4 		$309K Buy
+5,920
New +$328K 0.01% 250

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

Annex Advisory Services's IEMG Position: Q1 2025 in Review

Annex Advisory Services sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 5,920 shares — an estimated $309K sold.

Annex Advisory Services first reported a position in IEMG in Q4 2024 and held it in 1 quarter. The position peaked at $309K in Q4 2024. 1,844 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

  • Annex Advisory Services reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Annex Advisory Services sold 5,920 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $309K.
  • Annex Advisory Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and held it in 1 quarter.
  • Annex Advisory Services's iShares Core MSCI Emerging Markets ETF position peaked at $309K in Q4 2024.
  • 1,844 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Annex Advisory Services's 13F filing for Q1 2025, filed 11 Apr 2025.