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

Beam 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
2022 Q4	–	Sell	-14,022	Closed	-$603K	–	109
2022 Q3	$603K	Buy	14,022 +2,063	+17%	+$98.9K	0.67%	49
2022 Q2	$587K	Buy	+11,959	New	+$618K	0.65%	54
2021 Q4	–	Sell	-19,569	Closed	-$1.21M	–	106
2021 Q3	$1.21M	Buy	19,569 +715	+4%	+$45.5K	1.04%	27
2021 Q2	$1.26M	Buy	+18,854	New	+$1.24M	1.09%	27
2020 Q1	–	Sell	-14,057	Closed	-$756K	–	158
2019 Q4	$756K	Buy	+14,057	New	+$724K	0.7%	42

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beam Wealth Advisors's IEMG Position: Q4 2022 in Review

Beam Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2022, closing a stake of 14,022 shares — an estimated $603K sold.

Beam Wealth Advisors first reported a position in IEMG in Q4 2019 and held it in 5 quarters. The position peaked at $1.26M in Q2 2021. 1,451 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

Beam Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Beam Wealth Advisors sold 14,022 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $603K.
Beam Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 5 quarters.
Beam Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.26M in Q2 2021.
1,451 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.