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Beta Wealth Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Beta Wealth Group’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
Q1 		– Sell
-21,695
Closed -$1.34M – 94
2021
Q4 		$1.34M Hold
21,695
– – 0.97% 31
2021
Q3 		$1.34M Buy
21,695
+1,484
+7% +$94.5K 0.97% 31
2021
Q2 		$1.35M Buy
20,211
+656
+3% +$43.2K 0.94% 32
2021
Q1 		$1.26M Sell
19,555
-1,328
-6% -$87.4K 0.92% 32
2020
Q4 		$1.3M Buy
+20,883
New +$1.2M 1.11% 25

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beta Wealth Group's IEMG Position: Q1 2022 in Review

Beta Wealth Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2022, closing a stake of 21,695 shares — an estimated $1.34M sold.

Beta Wealth Group first reported a position in IEMG in Q4 2020 and held it in 5 quarters. The position peaked at $1.35M in Q2 2021. 1,479 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

  • Beta Wealth Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Beta Wealth Group sold 21,695 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $1.34M.
  • Beta Wealth Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
  • Beta Wealth Group's iShares Core MSCI Emerging Markets ETF position peaked at $1.35M in Q2 2021.
  • 1,479 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on Beta Wealth Group's 13F filing for Q1 2022, filed 12 May 2022.