BDO Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

BDO Wealth 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
2023 Q2	$28.7M	Sell	582,280 -5,120	-0.9%	-$250K	3.29%	6
2023 Q1	$28.7M	Sell	587,400 -7,057	-1%	-$346K	3.51%	6
2022 Q4	$27.8M	Buy	594,457 +25,539	+4%	+$1.16M	3.45%	6
2022 Q3	$24.5M	Buy	568,918 +56,366	+11%	+$2.7M	3.25%	7
2022 Q2	$25.1M	Sell	512,552 -74,734	-13%	-$3.86M	3.09%	9
2022 Q1	$32.6M	Buy	587,286 +79,469	+16%	+$4.59M	3.48%	8
2021 Q4	$30.4M	Buy	507,817 +53,036	+12%	+$3.27M	3.22%	7
2021 Q3	$28.1M	Sell	454,781 -15,614	-3%	-$994K	3.09%	9
2021 Q2	$31.5M	Sell	470,395 -5,023	-1%	-$331K	3.49%	5
2021 Q1	$30.6M	Sell	475,418 -16,910	-3%	-$1.11M	3.61%	4
2020 Q4	$30.5M	Buy	492,328 +8,515	+2%	+$491K	4.3%	4
2020 Q3	$25.5M	Sell	483,813 -3,720	-0.8%	-$195K	4.16%	5
2020 Q2	$23.2M	Buy	487,533 +15,206	+3%	+$679K	4.08%	5
2020 Q1	$19.1M	Buy	472,327 +438,661	+1,303%	+$21.5M	3.86%	6
2019 Q4	$1.81M	Buy	33,666 +6,253	+23%	+$322K	0.47%	46
2019 Q3	$1.34M	Sell	27,413 -4,905	-15%	-$243K	0.34%	56
2019 Q2	$1.66M	Sell	32,318 -21,994	-40%	-$1.12M	0.45%	50
2019 Q1	$2.81M	Buy	54,312 +23,672	+77%	+$1.2M	0.82%	29
2018 Q4	$1.45M	Sell	30,640 -3,238	-10%	-$157K	0.5%	45
2018 Q3	$1.75M	Buy	33,878 +6,599	+24%	+$344K	0.57%	37
2018 Q2	$1.43M	Buy	27,279 +585	+2%	+$32.8K	0.49%	41
2018 Q1	$1.56M	Buy	26,694 +15,887	+147%	+$940K	0.59%	33
2017 Q4	$615K	Buy	10,807 +9,004	+499%	+$503K	0.28%	67
2017 Q3	$97K	Buy	1,803 +343	+23%	+$18.2K	0.05%	138
2017 Q2	$73K	Buy	+1,460	New	+$72K	0.03%	200

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BDO Wealth Advisors's IEMG Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.87% in Q2 2023, selling an estimated $250K and leaving 582,280 shares worth $28.7M. The position accounts for 3.29% of the portfolio, ranked #6.

BDO Wealth Advisors first reported a position in IEMG in Q2 2017 and has held it in 25 quarters since. The position peaked at $32.6M in Q1 2022. 1,558 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

BDO Wealth Advisors held 582,280 shares of iShares Core MSCI Emerging Markets ETF worth $28.7M as of Q2 2023.
BDO Wealth Advisors sold 5,120 iShares Core MSCI Emerging Markets ETF shares in Q2 2023, an estimated $250K.
iShares Core MSCI Emerging Markets ETF made up 3.29% of BDO Wealth Advisors's portfolio in Q2 2023, its #6 holding.
BDO Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $32.6M in Q1 2022.
1,558 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.