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

BerganKDV 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
Q2 		$26.9M Buy
545,390
+302
+0.1% +$14.8K 2.69% 9
2023
Q1 		$26.6M Buy
545,088
+542,704
+22,764% +$26.6M 2.74% 7
2022
Q4 		$111K Buy
2,384
+62
+3% +$2.82K 0.01% 297
2022
Q3 		$100K Hold
2,322
– – 0.01% 287
2022
Q2 		$114K Buy
2,322
+1
+0% +$52 0.01% 291
2022
Q1 		$129K Sell
2,321
-940
-29% -$54.3K 0.01% 284
2021
Q4 		$195K Buy
3,261
+988
+43% +$61K 0.02% 265
2021
Q3 		$140K Buy
2,273
+5
+0.2% +$318 0.02% 283
2021
Q2 		$152K Buy
2,268
+600
+36% +$39.5K 0.02% 270
2021
Q1 		$107K Sell
1,668
-33
-2% -$2.17K 0.01% 289
2020
Q4 		$106K Buy
1,701
+5
+0.3% +$288 0.01% 272
2020
Q3 		$90K Hold
1,696
– – 0.01% 272
2020
Q2 		$81K Sell
1,696
-774
-31% -$34.5K 0.01% 291
2020
Q1 		$100K Sell
2,470
-52,656
-96% -$2.59M 0.02% 260
2019
Q4 		$2.96M Buy
55,126
+663
+1% +$34.2K 0.53% 44
2019
Q3 		$2.67M Buy
54,463
+428
+0.8% +$21.2K 0.53% 39
2019
Q2 		$2.78M Sell
54,035
-374
-0.7% -$19.1K 0.55% 33
2019
Q1 		$2.81M Buy
54,409
+1,435
+3% +$72.7K 0.58% 31
2018
Q4 		$2.5M Sell
52,974
-4,994
-9% -$241K 0.58% 31
2018
Q3 		$3M Buy
57,968
+746
+1% +$38.9K 0.65% 25
2018
Q2 		$3M Sell
57,222
-8,259
-13% -$463K 0.67% 23
2018
Q1 		$3.82M Sell
65,481
-5,463
-8% -$323K 1.05% 15
2017
Q4 		$4.04M Sell
70,944
-31,128
-30% -$1.74M 0.96% 17
2017
Q3 		$5.51M Buy
+102,072
New +$5.42M 1.38% 15

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BerganKDV Wealth Management's IEMG Position: Q2 2023 in Review

BerganKDV Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.06% in Q2 2023, buying an estimated $14.8K and bringing the position to 545,390 shares worth $26.9M. The position accounts for 2.69% of the portfolio, ranked #9.

BerganKDV Wealth Management first reported a position in IEMG in Q3 2017 and has held it in 24 quarters since. 1,557 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

  • BerganKDV Wealth Management held 545,390 shares of iShares Core MSCI Emerging Markets ETF worth $26.9M as of Q2 2023.
  • BerganKDV Wealth Management bought 302 iShares Core MSCI Emerging Markets ETF shares in Q2 2023, an estimated $14.8K.
  • iShares Core MSCI Emerging Markets ETF made up 2.69% of BerganKDV Wealth Management's portfolio in Q2 2023, its #9 holding.
  • BerganKDV Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and has held it in 24 quarters since.
  • 1,557 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.