Baldrige Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Baldrige Asset 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
2023 Q1	$1.17M	Buy	23,920 +1,088	+5%	+$53.4K	0.48%	49
2022 Q4	$1.07M	Sell	22,832 -871	-4%	-$39.6K	0.47%	48
2022 Q3	$1.02M	Buy	23,703 +53	+0.2%	+$2.54K	0.49%	49
2022 Q2	$1.16M	Sell	23,650 -509	-2%	-$26.3K	0.53%	49
2022 Q1	$1.34M	Sell	24,159 -4,617	-16%	-$267K	0.55%	46
2021 Q4	$1.72M	Buy	28,776 +1,124	+4%	+$69.4K	0.67%	35
2021 Q3	$1.71M	Buy	27,652 +667	+2%	+$42.5K	0.71%	36
2021 Q2	$1.81M	Sell	26,985 -337	-1%	-$22.2K	0.78%	34
2021 Q1	$1.76M	Buy	27,322 +398	+1%	+$26.2K	0.96%	31
2020 Q4	$1.67M	Buy	26,924 +86	+0.3%	+$4.96K	0.99%	27
2020 Q3	$1.42M	Sell	26,838 -176	-0.7%	-$9.23K	0.96%	29
2020 Q2	$1.29M	Sell	27,014 -234	-0.9%	-$10.4K	0.97%	28
2020 Q1	$1.1M	Buy	27,248 +852	+3%	+$41.8K	0.96%	28
2019 Q4	$1.42M	Buy	26,396 +992	+4%	+$51.1K	1.17%	27
2019 Q3	$1.25M	Buy	25,404 +2,595	+11%	+$129K	1.1%	29
2019 Q2	$1.17M	Buy	22,809 +2,381	+12%	+$122K	1.08%	31
2019 Q1	$1.06M	Buy	+20,428	New	+$1.03M	1.03%	31

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Baldrige Asset Management's IEMG Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.8% in Q1 2023, buying an estimated $53.4K and bringing the position to 23,920 shares worth $1.17M. The position accounts for 0.48% of the portfolio, ranked #49.

Baldrige Asset Management first reported a position in IEMG in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.81M in Q2 2021. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

Baldrige Asset Management held 23,920 shares of iShares Core MSCI Emerging Markets ETF worth $1.17M as of Q1 2023.
Baldrige Asset Management bought 1,088 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $53.4K.
iShares Core MSCI Emerging Markets ETF made up 0.48% of Baldrige Asset Management's portfolio in Q1 2023, its #49 holding.
Baldrige Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.81M in Q2 2021.
1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.