Baystate Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Baystate Wealth 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 Q4	$341K	Buy	6,737 +103	+2%	+$4.99K	0.03%	169
2023 Q3	$316K	Sell	6,634 -924	-12%	-$45.7K	0.03%	164
2023 Q2	$373K	Sell	7,558 -247	-3%	-$12.1K	0.03%	149
2023 Q1	$381K	Buy	7,805 +4,272	+121%	+$210K	0.03%	144
2022 Q4	$165K	Sell	3,533 -676	-16%	-$30.7K	0.02%	203
2022 Q3	$181K	Sell	4,209 -77	-2%	-$3.69K	0.02%	186
2022 Q2	$210K	Buy	4,286 +1,405	+49%	+$72.6K	0.02%	170
2022 Q1	$160K	Buy	2,881 +1,575	+121%	+$91K	0.01%	190
2021 Q4	$78K	Buy	1,306 +236	+22%	+$14.6K	0.01%	269
2021 Q3	$66K	Buy	1,070 +170	+19%	+$10.8K	0.01%	261
2021 Q2	$60K	Buy	+900	New	+$59.3K	0.01%	264
2021 Q1	–	Sell	-1,063	Closed	-$66K	–	768
2020 Q4	$66K	Buy	1,063 +93	+10%	+$5.36K	0.01%	221
2020 Q3	$51K	Sell	970 -3	-0.3%	-$157	0.01%	219
2020 Q2	$46K	Sell	973 -333	-25%	-$14.9K	0.01%	231
2020 Q1	$53K	Sell	1,306 -294	-18%	-$14.4K	0.01%	192
2019 Q4	$86K	Hold	1,600	–	–	0.01%	179
2019 Q3	$78K	Hold	1,600	–	–	0.01%	175
2019 Q2	$83K	Hold	1,600	–	–	0.01%	167
2019 Q1	$84K	Buy	+1,600	New	+$81K	0.01%	161
2017 Q3	–	Sell	-176	Closed	-$9K	–	670
2017 Q2	$9K	Buy	+176	New	+$8.68K	﹤0.01%	354

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Baystate Wealth Management's IEMG Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.6% in Q4 2023, buying an estimated $4.99K and bringing the position to 6,737 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #169.

Baystate Wealth Management first reported a position in IEMG in Q2 2017 and has held it in 20 quarters since. The position peaked at $381K in Q1 2023. 1,688 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

Baystate Wealth Management held 6,737 shares of iShares Core MSCI Emerging Markets ETF worth $341K as of Q4 2023.
Baystate Wealth Management bought 103 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $4.99K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Baystate Wealth Management's portfolio in Q4 2023, its #169 holding.
Baystate Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 20 quarters since.
Baystate Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $381K in Q1 2023.
1,688 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.