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Capital Directions Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Capital Directions Investment Advisors’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
2022
Q4 		$2.92M Buy
+62,589
New +$2.85M 1.09% 15
2022
Q3 		– Sell
-95,437
Closed -$4.57M – 15
2022
Q2 		$4.68M Sell
95,437
-2,199
-2% -$114K 1.55% 14
2022
Q1 		$5.42M Buy
97,636
+1,248
+1% +$72.1K 1.65% 15
2021
Q4 		$5.77M Buy
96,388
+23,864
+33% +$1.47M 1.67% 15
2021
Q3 		$4.48M Buy
72,524
+1,834
+3% +$117K 1.37% 15
2021
Q2 		$4.74M Buy
+70,690
New +$4.66M 1.42% 15
2021
Q1 		– Sell
-60,115
Closed -$3.73M – 250
2020
Q4 		$3.73M Sell
60,115
-3,480
-5% -$201K 1.25% 16
2020
Q3 		$3.36M Buy
63,595
+2,700
+4% +$142K 1.27% 15
2020
Q2 		$2.9M Buy
60,895
+12,170
+25% +$543K 1.17% 16
2020
Q1 		$1.97M Buy
48,725
+10,736
+28% +$527K 0.84% 17
2019
Q4 		$2.04M Buy
37,989
+490
+1% +$25.3K 0.65% 19
2019
Q3 		$1.84M Buy
37,499
+774
+2% +$38.4K 0.61% 19
2019
Q2 		$1.89M Buy
36,725
+250
+0.7% +$12.8K 0.66% 16
2019
Q1 		$1.89M Sell
36,475
-10,957
-23% -$555K 0.62% 18
2018
Q4 		$2.24M Buy
+47,432
New +$2.29M 0.77% 18
2018
Q2 		– Sell
-923
Closed -$54K – 160
2018
Q1 		$54K Hold
923
– – 0.02% 71
2017
Q4 		$53K Hold
923
– – 0.02% 68
2017
Q3 		$50K Buy
923
+756
+453% +$40.1K 0.02% 72
2017
Q2 		$8K Buy
+167
New +$8.24K ﹤0.01% 89

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Directions Investment Advisors's IEMG Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2022: 62,589 shares worth $2.92M. The stake represents 1.09% of the portfolio and ranks #15 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IEMG as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in IEMG in Q2 2017 and has held it in 19 quarters since. The position peaked at $5.77M in Q4 2021. 1,452 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

  • Capital Directions Investment Advisors held 62,589 shares of iShares Core MSCI Emerging Markets ETF worth $2.92M as of Q4 2022.
  • iShares Core MSCI Emerging Markets ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • iShares Core MSCI Emerging Markets ETF made up 1.09% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #15 holding.
  • Capital Directions Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 19 quarters since.
  • Capital Directions Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $5.77M in Q4 2021.
  • 1,452 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.