Asset Planning Corporation’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Asset Planning Corporation’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
2022 Q3	–	Sell	-6,618	Closed	-$325K	–	35
2022 Q2	$325K	Sell	6,618 -107	-2%	-$5.53K	0.28%	28
2022 Q1	$374K	Hold	6,725	–	–	0.33%	27
2021 Q4	$403K	Buy	6,725 +142	+2%	+$8.76K	0.34%	25
2021 Q3	$407K	Buy	6,583 +442	+7%	+$28.1K	0.38%	25
2021 Q2	$411K	Buy	6,141 +17	+0.3%	+$1.12K	0.4%	23
2021 Q1	$394K	Hold	6,124	–	–	0.41%	23
2020 Q4	$380K	Buy	+6,124	New	+$353K	0.38%	21

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Asset Planning Corporation's IEMG Position: Q3 2022 in Review

Asset Planning Corporation sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2022, closing a stake of 6,618 shares — an estimated $325K sold.

Asset Planning Corporation first reported a position in IEMG in Q4 2020 and held it in 7 quarters. The position peaked at $411K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Asset Planning Corporation reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Asset Planning Corporation sold 6,618 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $325K.
Asset Planning Corporation first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 7 quarters.
Asset Planning Corporation's iShares Core MSCI Emerging Markets ETF position peaked at $411K in Q2 2021.
1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Asset Planning Corporation's 13F filing for Q3 2022, filed 31 Oct 2022.