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Buckingham Strategic Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$61.8M Buy
1,153,964
+23,341
+2% +$1.23M 0.64% 28
2024
Q1 		$58.3M Buy
1,130,623
+57,478
+5% +$2.88M 0.62% 28
2023
Q4 		$54.3M Buy
1,073,145
+133,589
+14% +$6.47M 0.65% 24
2023
Q3 		$44.7M Buy
939,556
+71,880
+8% +$3.56M 0.63% 23
2023
Q2 		$42.8M Buy
867,676
+257,107
+42% +$12.6M 0.61% 22
2023
Q1 		$28.5M Hold
610,569
– – 0.52% 27
2022
Q4 		$28.5M Buy
610,569
+206,651
+51% +$9.4M 0.52% 27
2022
Q3 		$17.4M Buy
403,918
+97,311
+32% +$4.66M 0.35% 40
2022
Q2 		$15M Buy
306,607
+54,625
+22% +$2.82M 0.3% 46
2022
Q1 		$14M Buy
251,982
+105,812
+72% +$6.11M 0.28% 42
2021
Q4 		$8.75M Buy
146,170
+35,759
+32% +$2.21M 0.17% 73
2021
Q3 		$6.82M Buy
110,411
+63,847
+137% +$4.06M 0.14% 86
2021
Q2 		$3.12M Buy
46,564
+18,716
+67% +$1.23M 0.08% 138
2021
Q1 		$1.79M Buy
27,848
+15,987
+135% +$1.05M 0.09% 159
2020
Q4 		$736K Sell
11,861
-222
-2% -$12.8K 0.04% 253
2020
Q3 		$638K Sell
12,083
-5,189
-30% -$272K 0.05% 229
2020
Q2 		$822K Sell
17,272
-12,453
-42% -$556K 0.08% 165
2020
Q1 		$1.2M Buy
29,725
+1,114
+4% +$54.7K 0.12% 135
2019
Q4 		$1.54M Buy
28,611
+1,186
+4% +$61.1K 0.15% 117
2019
Q3 		$1.34M Sell
27,425
-497
-2% -$24.6K 0.15% 112
2019
Q2 		$1.44M Buy
27,922
+1,513
+6% +$77.3K 0.16% 112
2019
Q1 		$1.37M Buy
26,409
+9,396
+55% +$476K 0.17% 109
2018
Q4 		$802K Buy
17,013
+11,467
+207% +$554K 0.12% 138
2018
Q3 		$287K Buy
5,546
+611
+12% +$31.9K 0.04% 277
2018
Q2 		$259K Buy
+4,935
New +$277K 0.04% 288

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Buckingham Strategic Wealth's IEMG Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.1% in Q2 2024, buying an estimated $1.23M and bringing the position to 1,153,964 shares worth $61.8M. The position accounts for 0.64% of the portfolio, ranked #28.

Buckingham Strategic Wealth first reported a position in IEMG in Q2 2018 and has held it in 25 quarters since. 1,704 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

  • Buckingham Strategic Wealth held 1,153,964 shares of iShares Core MSCI Emerging Markets ETF worth $61.8M as of Q2 2024.
  • Buckingham Strategic Wealth bought 23,341 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $1.23M.
  • iShares Core MSCI Emerging Markets ETF made up 0.64% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #28 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and has held it in 25 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.