BMS Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

BMS Financial Advisors’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	$1.46M	Sell	29,580 -21,953	-43%	-$1.07M	0.95%	25
2023 Q1	$2.51M	Buy	+51,533	New	+$2.53M	1.74%	12
2022 Q2	–	Sell	-3,598	Closed	-$200K	–	106
2022 Q1	$200K	Buy	+3,598	New	+$208K	0.13%	103

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BMS Financial Advisors's IEMG Position: Q2 2023 in Review

BMS Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 43% in Q2 2023, selling an estimated $1.07M and leaving 29,580 shares worth $1.46M. The position accounts for 0.95% of the portfolio, ranked #25.

BMS Financial Advisors first reported a position in IEMG in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.51M in Q1 2023. 1,557 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

BMS Financial Advisors held 29,580 shares of iShares Core MSCI Emerging Markets ETF worth $1.46M as of Q2 2023.
BMS Financial Advisors sold 21,953 iShares Core MSCI Emerging Markets ETF shares in Q2 2023, an estimated $1.07M.
iShares Core MSCI Emerging Markets ETF made up 0.95% of BMS Financial Advisors's portfolio in Q2 2023, its #25 holding.
BMS Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 3 quarters since.
BMS Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $2.51M in Q1 2023.
1,557 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.