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

C Partners Holding’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 Q3	–	Sell	-2,517,601	Closed	-$124M	–	19
2023 Q2	$124M	Buy	2,517,601 +16,900	+0.7%	+$825K	23.55%	1
2023 Q1	$122M	Buy	2,500,701 +494,000	+25%	+$24.2M	23.72%	1
2022 Q4	$93.7M	Buy	2,006,701 +19,450	+1%	+$885K	18.38%	1
2022 Q3	$85.4M	Buy	1,987,251 +1,905,500	+2,331%	+$91.3M	17.85%	1
2022 Q2	$4.01M	Buy	+81,751	New	+$4.22M	0.75%	18

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

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

C Partners Holding's IEMG Position: Q3 2023 in Review

C Partners Holding sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 2,517,601 shares — an estimated $124M sold.

C Partners Holding first reported a position in IEMG in Q2 2022 and held it in 5 quarters. The position peaked at $124M in Q2 2023. 1,549 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

C Partners Holding reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
C Partners Holding sold 2,517,601 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $124M.
C Partners Holding first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and held it in 5 quarters.
C Partners Holding's iShares Core MSCI Emerging Markets ETF position peaked at $124M in Q2 2023.
1,549 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on C Partners Holding's 13F filing for Q3 2023, filed 14 Nov 2023.