Brophy Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Brophy Wealth 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 Q3	$1.63M	Buy	+28,380	New	+$1.54M	0.58%	36

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Brophy Wealth Management's IEMG Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024: 28,380 shares worth $1.63M. The stake represents 0.58% of the portfolio and ranks #36 among its holdings.

1,731 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Brophy Wealth Management held 28,380 shares of iShares Core MSCI Emerging Markets ETF worth $1.63M as of Q3 2024.
iShares Core MSCI Emerging Markets ETF was a new Brophy Wealth Management position in Q3 2024.
iShares Core MSCI Emerging Markets ETF made up 0.58% of Brophy Wealth Management's portfolio in Q3 2024, its #36 holding.
1,731 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.