Bridge Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bridge Advisory’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 Q4	–	Sell	-36,794	Closed	-$1.75M	–	131
2023 Q3	$1.75M	Buy	36,794 +1,081	+3%	+$53.5K	0.61%	45
2023 Q2	$1.76M	Buy	35,713 +1,012	+3%	+$49.4K	0.65%	37
2023 Q1	$1.69M	Buy	+34,701	New	+$1.7M	0.65%	37

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bridge Advisory's IEMG Position: Q4 2023 in Review

Bridge Advisory sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2023, closing a stake of 36,794 shares — an estimated $1.75M sold.

Bridge Advisory first reported a position in IEMG in Q1 2023 and held it in 3 quarters. The position peaked at $1.76M in Q2 2023. 1,689 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

Bridge Advisory reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 36,794 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $1.75M.
Bridge Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and held it in 3 quarters.
Bridge Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $1.76M in Q2 2023.
1,689 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.