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

Bison Wealth’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 Q4	$252K	Sell	4,818 -408	-8%	-$22.6K	0.06%	251
2024 Q3	$300K	Buy	5,226 +1,284	+33%	+$69.5K	0.05%	322
2024 Q2	$203K	Hold	3,942	–	–	0.03%	393
2024 Q1	$203K	Buy	+3,942	New	+$197K	0.03%	394
2021 Q4	–	Sell	-3,753	Closed	-$232K	–	400
2021 Q3	$232K	Hold	3,753	–	–	0.11%	213
2021 Q2	$251K	Hold	3,753	–	–	0.11%	203
2021 Q1	$242K	Buy	3,753 +63	+2%	+$4.14K	0.1%	212
2020 Q4	$229K	Buy	3,690 +67	+2%	+$3.86K	0.11%	199
2020 Q3	$191K	Hold	3,623	–	–	0.11%	182
2020 Q2	$172K	Sell	3,623 -10,386	-74%	-$463K	0.11%	193
2020 Q1	$567K	Sell	14,009 -31,082	-69%	-$1.53M	0.41%	64
2019 Q4	$2.42M	Buy	+45,091	New	+$2.32M	1.16%	13

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bison Wealth's IEMG Position: Q4 2024 in Review

Bison Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.8% in Q4 2024, selling an estimated $22.6K and leaving 4,818 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #251.

Bison Wealth first reported a position in IEMG in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.42M in Q4 2019. 1,835 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

Bison Wealth held 4,818 shares of iShares Core MSCI Emerging Markets ETF worth $252K as of Q4 2024.
Bison Wealth sold 408 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $22.6K.
iShares Core MSCI Emerging Markets ETF made up 0.06% of Bison Wealth's portfolio in Q4 2024, its #251 holding.
Bison Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 12 quarters since.
Bison Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $2.42M in Q4 2019.
1,835 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.