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

Aspire 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
2024 Q3	$273K	Sell	4,754 -3,417	-42%	-$185K	0.15%	82
2024 Q2	$437K	Buy	8,171 +4,052	+98%	+$214K	0.25%	66
2024 Q1	$213K	Sell	4,119 -5,327	-56%	-$267K	0.13%	95
2023 Q4	$478K	Buy	9,446 +19	+0.2%	+$920	0.32%	53
2023 Q3	$449K	Sell	9,427 -5,380	-36%	-$266K	0.34%	51
2023 Q2	$730K	Buy	14,807 +360	+2%	+$17.6K	0.55%	40
2023 Q1	$705K	Buy	+14,447	New	+$709K	0.57%	41

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

Aspire Wealth Management's IEMG Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 42% in Q3 2024, selling an estimated $185K and leaving 4,754 shares worth $273K. The position accounts for 0.15% of the portfolio, ranked #82.

Aspire Wealth Management first reported a position in IEMG in Q1 2023 and has held it in 7 quarters since. The position peaked at $730K in Q2 2023. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Aspire Wealth Management held 4,754 shares of iShares Core MSCI Emerging Markets ETF worth $273K as of Q3 2024.
Aspire Wealth Management sold 3,417 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $185K.
iShares Core MSCI Emerging Markets ETF made up 0.15% of Aspire Wealth Management's portfolio in Q3 2024, its #82 holding.
Aspire Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 7 quarters since.
Aspire Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $730K in Q2 2023.
1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.