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BBJS Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

BBJS Financial Advisors’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
Q3 		$12.4M Sell
216,188
-382
-0.2% -$20.7K 4.43% 7
2024
Q2 		$11.6M Sell
216,570
-9,171
-4% -$484K 4.32% 7
2024
Q1 		$11.6M Sell
225,741
-11,508
-5% -$576K 4.15% 8
2023
Q4 		$12M Buy
237,249
+20,793
+10% +$1.01M 4.17% 6
2023
Q3 		$10.3M Buy
216,456
+16,536
+8% +$818K 3.9% 7
2023
Q2 		$9.85M Buy
199,920
+7,168
+4% +$350K 3.95% 7
2023
Q1 		$9.4M Buy
192,752
+135
+0.1% +$6.62K 3.83% 7
2022
Q4 		$9M Buy
+192,617
New +$8.76M 4.05% 7

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BBJS Financial Advisors's IEMG Position: Q3 2024 in Review

BBJS Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.18% in Q3 2024, selling an estimated $20.7K and leaving 216,188 shares worth $12.4M. The position accounts for 4.43% of the portfolio, ranked #7.

BBJS Financial Advisors first reported a position in IEMG in Q4 2022 and has held it in 8 quarters since. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • BBJS Financial Advisors held 216,188 shares of iShares Core MSCI Emerging Markets ETF worth $12.4M as of Q3 2024.
  • BBJS Financial Advisors sold 382 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $20.7K.
  • iShares Core MSCI Emerging Markets ETF made up 4.43% of BBJS Financial Advisors's portfolio in Q3 2024, its #7 holding.
  • BBJS Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.