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

Aveo Capital 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
2025 Q1	–	Sell	-23,464	Closed	-$1.23M	–	247
2024 Q4	$1.23M	Buy	23,464 +254	+1%	+$14.1K	0.13%	117
2024 Q3	$1.33M	Sell	23,210 -762	-3%	-$41.2K	0.14%	112
2024 Q2	$1.28M	Buy	23,972 +1,089	+5%	+$57.4K	0.15%	110
2024 Q1	$1.22M	Buy	22,883 +845	+4%	+$42.3K	0.13%	126
2023 Q4	$1.11M	Buy	22,038 +734	+3%	+$35.6K	0.13%	122
2023 Q3	$1.01M	Sell	21,304 -1,886	-8%	-$93.3K	0.13%	123
2023 Q2	$1.14M	Sell	23,190 -1,095	-5%	-$53.5K	0.15%	118
2023 Q1	$1.18M	Buy	24,285 +1,937	+9%	+$95K	0.16%	104
2022 Q4	$1.04M	Sell	22,348 -7,078	-24%	-$322K	0.16%	108
2022 Q3	$1.26M	Sell	29,426 -9,249	-24%	-$443K	0.22%	87
2022 Q2	$1.9M	Buy	38,675 +18,592	+93%	+$961K	0.31%	80
2022 Q1	$1.12M	Buy	20,083 +1,613	+9%	+$93.2K	0.2%	101
2021 Q4	$1.11M	Buy	18,470 +1,364	+8%	+$84.2K	0.2%	103
2021 Q3	$1.06M	Sell	17,106 -558	-3%	-$35.5K	0.22%	93
2021 Q2	$1.18M	Buy	17,664 +165	+0.9%	+$10.9K	0.26%	85
2021 Q1	$1.13M	Buy	+17,499	New	+$1.15M	0.28%	76
2020 Q4	–	Sell	-18,337	Closed	-$968K	–	108
2020 Q3	$968K	Buy	+18,337	New	+$961K	0.35%	63
2020 Q2	–	Sell	-19,396	Closed	-$785K	–	93
2020 Q1	$785K	Buy	19,396 +2,396	+14%	+$118K	0.38%	60
2019 Q4	$914K	Buy	17,000 +1,586	+10%	+$81.7K	0.36%	70
2019 Q3	$808K	Sell	15,414 -176	-1%	-$8.73K	0.33%	74
2019 Q2	$804K	Buy	15,590 +875	+6%	+$44.7K	0.35%	71
2019 Q1	$761K	Buy	14,715 +1,260	+9%	+$63.8K	0.35%	67
2018 Q4	$634K	Buy	13,455 +2,400	+22%	+$116K	0.32%	54
2018 Q3	$535K	Buy	11,055 +2,866	+35%	+$150K	0.24%	69
2018 Q2	$430K	Buy	8,189 +1,024	+14%	+$57.4K	0.19%	81
2018 Q1	$418K	Buy	7,165 +1,275	+22%	+$75.4K	0.17%	81
2017 Q4	$335K	Buy	5,890 +1,605	+37%	+$89.6K	0.11%	89
2017 Q3	$231K	Buy	+4,285	New	+$227K	0.08%	114

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Aveo Capital Partners's IEMG Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 23,464 shares — an estimated $1.23M sold.

Aveo Capital Partners first reported a position in IEMG in Q3 2017 and held it in 28 quarters. The position peaked at $1.9M in Q2 2022. 1,845 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

Aveo Capital Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 23,464 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $1.23M.
Aveo Capital Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and held it in 28 quarters.
Aveo Capital Partners's iShares Core MSCI Emerging Markets ETF position peaked at $1.9M in Q2 2022.
1,845 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.