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

Bordeaux Wealth 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
2024
Q4 		– Sell
-3,981
Closed -$229K – 165
2024
Q3 		$229K Buy
+3,981
New +$215K 0.04% 145
2024
Q2 		– Sell
-4,216
Closed -$218K – 146
2024
Q1 		$218K Buy
+4,216
New +$211K 0.07% 108

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

Bordeaux Wealth Advisors's IEMG Position: Q4 2024 in Review

Bordeaux Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 3,981 shares — an estimated $229K sold.

Bordeaux Wealth Advisors first reported a position in IEMG in Q1 2024 and held it in 2 quarters. The position peaked at $229K in Q3 2024. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Bordeaux Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 3,981 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $229K.
  • Bordeaux Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2024 and held it in 2 quarters.
  • Bordeaux Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $229K in Q3 2024.
  • 1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.