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

Birchcreek 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
2024
Q2 		– Sell
-7,831
Closed -$404K – 164
2024
Q1 		$404K Sell
7,831
-5,881
-43% -$295K 0.21% 98
2023
Q4 		$694K Sell
13,712
-17,277
-56% -$837K 0.41% 58
2023
Q3 		$1.47M Buy
30,989
+2,262
+8% +$112K 1% 25
2023
Q2 		$1.42M Buy
28,727
+207
+0.7% +$10.1K 0.99% 26
2023
Q1 		$1.39M Buy
28,520
+2,884
+11% +$141K 1.1% 23
2022
Q4 		$1.2M Sell
25,636
-423
-2% -$19.2K 1.06% 25
2022
Q3 		$1.12M Buy
26,059
+234
+0.9% +$11.2K 1.04% 27
2022
Q2 		$1.27M Sell
25,825
-2,717
-10% -$140K 1.14% 26
2022
Q1 		$1.59M Buy
28,542
+6,085
+27% +$352K 1.41% 21
2021
Q4 		$1.34M Sell
22,457
-180
-0.8% -$11.1K 1.17% 22
2021
Q3 		$1.4M Buy
22,637
+134
+0.6% +$8.53K 1.3% 21
2021
Q2 		$1.51M Buy
22,503
+1,386
+7% +$91.3K 1.45% 20
2021
Q1 		$1.36M Buy
21,117
+1,036
+5% +$68.2K 1.44% 21
2020
Q4 		$1.25M Buy
+20,081
New +$1.16M 1.22% 22

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Birchcreek Wealth Management's IEMG Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2024, closing a stake of 7,831 shares — an estimated $404K sold.

Birchcreek Wealth Management first reported a position in IEMG in Q4 2020 and held it in 14 quarters. The position peaked at $1.59M in Q1 2022. 1,700 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

  • Birchcreek Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 7,831 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $404K.
  • Birchcreek Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 14 quarters.
  • Birchcreek Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.59M in Q1 2022.
  • 1,700 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.