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Broadleaf Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Broadleaf Partners’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
-5,055
Closed -$256K – 83
2023
Q4 		$256K Buy
+5,055
New +$245K 0.08% 72

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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

Broadleaf Partners's IEMG Position: Q1 2024 in Review

Broadleaf Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 5,055 shares — an estimated $256K sold.

Broadleaf Partners first reported a position in IEMG in Q4 2023 and held it in 1 quarter. The position peaked at $256K in Q4 2023. 1,655 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

  • Broadleaf Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Broadleaf Partners sold 5,055 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $256K.
  • Broadleaf Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and held it in 1 quarter.
  • Broadleaf Partners's iShares Core MSCI Emerging Markets ETF position peaked at $256K in Q4 2023.
  • 1,655 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Broadleaf Partners's 13F filing for Q1 2024, filed 14 May 2024.