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Axim Planning & Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-3,035
Closed -$130K – 96
2022
Q3 		$130K Buy
3,035
+61
+2% +$2.92K 0.13% 26
2022
Q2 		$146K Buy
+2,974
New +$154K 0.11% 20

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Axim Planning & Wealth's IEMG Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2022, closing a stake of 3,035 shares — an estimated $130K sold.

Axim Planning & Wealth first reported a position in IEMG in Q2 2022 and held it in 2 quarters. The position peaked at $146K in Q2 2022. 1,451 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 3,035 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $130K.
  • Axim Planning & Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $146K in Q2 2022.
  • 1,451 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.