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Boston Financial Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Boston Financial 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
Q4 		$8.59M Buy
164,576
+6,099
+4% +$338K 0.26% 78
2024
Q3 		$9.1M Buy
158,477
+1,524
+1% +$82.5K 0.27% 77
2024
Q2 		$8.4M Buy
156,953
+7,225
+5% +$381K 0.27% 78
2024
Q1 		$7.73M Buy
149,728
+8,113
+6% +$406K 0.25% 79
2023
Q4 		$7.16M Sell
141,615
-4,882
-3% -$236K 0.24% 80
2023
Q3 		$6.97M Buy
146,497
+24,276
+20% +$1.2M 0.26% 79
2023
Q2 		$6.02M Buy
122,221
+35,709
+41% +$1.74M 0.22% 86
2023
Q1 		$4.22M Buy
86,512
+57,519
+198% +$2.82M 0.17% 101
2022
Q4 		$1.35M Buy
28,993
+15,937
+122% +$725K 0.05% 158
2022
Q3 		$561K Sell
13,056
-2,373
-15% -$114K 0.02% 208
2022
Q2 		$757K Buy
15,429
+7,115
+86% +$368K 0.03% 179
2022
Q1 		$462K Buy
+8,314
New +$480K 0.02% 212
2018
Q4 		– Sell
-7,326
Closed -$379K – 263
2018
Q3 		$379K Buy
+7,326
New +$382K 0.02% 230

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

Boston Financial Management's IEMG Position: Q4 2024 in Review

Boston Financial Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.8% in Q4 2024, buying an estimated $338K and bringing the position to 164,576 shares worth $8.59M. The position accounts for 0.26% of the portfolio, ranked #78.

Boston Financial Management first reported a position in IEMG in Q3 2018 and has held it in 13 quarters since. The position peaked at $9.1M in Q3 2024. 1,835 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Boston Financial Management held 164,576 shares of iShares Core MSCI Emerging Markets ETF worth $8.59M as of Q4 2024.
  • Boston Financial Management bought 6,099 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $338K.
  • iShares Core MSCI Emerging Markets ETF made up 0.26% of Boston Financial Management's portfolio in Q4 2024, its #78 holding.
  • Boston Financial Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and has held it in 13 quarters since.
  • Boston Financial Management's iShares Core MSCI Emerging Markets ETF position peaked at $9.1M in Q3 2024.
  • 1,835 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.