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

BKM 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
Q1 		– Sell
-2,793
Closed -$141K – 353
2023
Q4 		$141K Buy
+2,793
New +$135K 0.06% 178

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BKM Wealth Management's IEMG Position: Q1 2024 in Review

BKM Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 2,793 shares — an estimated $141K sold.

BKM Wealth Management first reported a position in IEMG in Q4 2023 and held it in 1 quarter. The position peaked at $141K in Q4 2023. 1,656 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

  • BKM Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,793 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $141K.
  • BKM Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $141K in Q4 2023.
  • 1,656 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.