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Baldwin Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-800
Closed -$45.9K – 608
2024
Q3 		$45.9K Sell
800
-211
-21% -$11.4K ﹤0.01% 570
2024
Q2 		$54.1K Buy
1,011
+247
+32% +$13K ﹤0.01% 336
2024
Q1 		$39.4K Sell
764
-341
-31% -$17.1K ﹤0.01% 397
2023
Q4 		$55.9K Hold
1,105
– – ﹤0.01% 366
2023
Q3 		$52.6K Hold
1,105
– – ﹤0.01% 389
2023
Q2 		$54.5K Hold
1,105
– – ﹤0.01% 401
2023
Q1 		$53.9K Hold
1,105
– – ﹤0.01% 420
2022
Q4 		$51.6K Hold
1,105
– – ﹤0.01% 413
2022
Q3 		$48K Sell
1,105
-222
-17% -$10.6K 0.01% 337
2022
Q2 		$65K Buy
1,327
+146
+12% +$7.54K 0.01% 314
2022
Q1 		$66K Buy
1,181
+1,002
+560% +$57.9K 0.01% 332
2021
Q4 		$11K Hold
179
– – ﹤0.01% 499
2021
Q3 		$11K Sell
179
-275
-61% -$17.5K ﹤0.01% 508
2021
Q2 		$30K Sell
454
-27
-6% -$1.78K ﹤0.01% 420
2021
Q1 		$31K Buy
+481
New +$31.6K ﹤0.01% 399

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baldwin Wealth Partners's IEMG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 800 shares — an estimated $45.9K sold.

Baldwin Wealth Partners first reported a position in IEMG in Q1 2021 and held it in 15 quarters. The position peaked at $66K in Q1 2022. 1,842 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 800 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $45.9K.
  • Baldwin Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and held it in 15 quarters.
  • Baldwin Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $66K in Q1 2022.
  • 1,842 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.