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Benjamin F. Edwards & Company’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$120K Buy
2,236
+209
+10% +$11K ﹤0.01% 1056
2024
Q1 		$105K Sell
2,027
-344
-15% -$17.2K ﹤0.01% 1083
2023
Q4 		$119K Sell
2,371
-3,712
-61% -$180K ﹤0.01% 1018
2023
Q3 		$289K Sell
6,083
-21,313
-78% -$1.05M 0.01% 646
2023
Q2 		$1.35M Sell
27,396
-324
-1% -$15.8K 0.05% 310
2023
Q1 		$1.35M Buy
27,720
+25,032
+931% +$1.23M 0.06% 289
2022
Q4 		$126K Buy
2,688
+280
+12% +$12.7K 0.01% 831
2022
Q3 		$103K Sell
2,408
-3,009
-56% -$144K 0.01% 851
2022
Q2 		$266K Sell
5,417
-941
-15% -$48.6K 0.01% 594
2022
Q1 		$353K Sell
6,358
-2,362
-27% -$136K 0.02% 537
2021
Q4 		$522K Sell
8,720
-67,149
-89% -$4.14M 0.02% 450
2021
Q3 		$4.69M Sell
75,869
-230,846
-75% -$14.7M 0.24% 96
2021
Q2 		$20.5M Buy
306,715
+85,744
+39% +$5.65M 1.05% 14
2021
Q1 		$14.2M Buy
220,971
+62,952
+40% +$4.14M 0.77% 22
2020
Q4 		$9.8M Buy
158,019
+88,509
+127% +$5.1M 0.58% 36
2020
Q3 		$3.67M Sell
69,510
-2,032
-3% -$107K 0.25% 98
2020
Q2 		$3.4M Buy
71,542
+60,618
+555% +$2.71M 0.25% 102
2020
Q1 		$442K Buy
10,924
+979
+10% +$48.1K 0.04% 342
2019
Q4 		$535K Buy
9,945
+1,286
+15% +$66.3K 0.04% 367
2019
Q3 		$424K Buy
8,659
+869
+11% +$43.1K 0.03% 396
2019
Q2 		$401K Sell
7,790
-265
-3% -$13.5K 0.03% 398
2019
Q1 		$417K Sell
8,055
-3,063
-28% -$155K 0.04% 366
2018
Q4 		$524K Sell
11,118
-135,107
-92% -$6.53M 0.05% 302
2018
Q3 		$7.57M Buy
146,225
+15,389
+12% +$803K 0.71% 27
2018
Q2 		$6.87M Buy
130,836
+124,095
+1,841% +$6.96M 0.68% 27
2018
Q1 		$394K Buy
6,741
+324
+5% +$19.2K 0.04% 363
2017
Q4 		$365K Buy
6,417
+212
+3% +$11.8K 0.04% 364
2017
Q3 		$335K Sell
6,205
-2,013
-24% -$107K 0.04% 338
2017
Q2 		$411K Sell
8,218
-909
-10% -$44.8K 0.05% 309
2017
Q1 		$436K Buy
9,127
+5,032
+123% +$232K 0.06% 277
2016
Q4 		$174K Sell
4,095
-43
-1% -$1.89K 0.03% 391
2016
Q3 		$189K Buy
+4,138
New +$184K 0.03% 341

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

Benjamin F. Edwards & Company's IEMG Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 10% in Q2 2024, buying an estimated $11K and bringing the position to 2,236 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Benjamin F. Edwards & Company first reported a position in IEMG in Q3 2016 and has held it in 32 quarters since. The position peaked at $20.5M in Q2 2021. 1,702 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,236 shares of iShares Core MSCI Emerging Markets ETF worth $120K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 209 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $11K.
  • iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1056 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2016 and has held it in 32 quarters since.
  • Benjamin F. Edwards & Company's iShares Core MSCI Emerging Markets ETF position peaked at $20.5M in Q2 2021.
  • 1,702 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.