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

Arlington 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 Q4	–	Sell	-14,402	Closed	-$685K	–	299
2023 Q3	$685K	Buy	14,402 +5,534	+62%	+$274K	0.28%	55
2023 Q2	$437K	Buy	8,868 +1,704	+24%	+$83.2K	0.07%	94
2023 Q1	$350K	Buy	+7,164	New	+$351K	0.05%	98
2022 Q3	–	Sell	-250	Closed	-$12K	–	409
2022 Q2	$12K	Sell	250 -5,525	-96%	-$285K	﹤0.01%	361
2022 Q1	$321K	Hold	5,775	–	–	0.09%	89
2021 Q4	$346K	Sell	5,775 -5,968	-51%	-$368K	0.09%	85
2021 Q3	$725K	Buy	+11,743	New	+$748K	0.21%	58
2019 Q2	–	Sell	-796	Closed	-$41K	–	240
2019 Q1	$41K	Buy	+796	New	+$40.3K	0.03%	129

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 22.96% 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

Arlington Partners's IEMG Position: Q4 2023 in Review

Arlington Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2023, closing a stake of 14,402 shares — an estimated $685K sold.

Arlington Partners first reported a position in IEMG in Q1 2019 and held it in 8 quarters. The position peaked at $725K in Q3 2021. 1,688 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

Arlington Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 14,402 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $685K.
Arlington Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and held it in 8 quarters.
Arlington Partners's iShares Core MSCI Emerging Markets ETF position peaked at $725K in Q3 2021.
1,688 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.