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

Capital Insight 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
Q2 		– Sell
-4,010
Closed -$207K – 163
2024
Q1 		$207K Sell
4,010
-1,513
-27% -$75.8K 0.04% 161
2023
Q4 		$279K Sell
5,523
-1,551
-22% -$75.1K 0.06% 149
2023
Q3 		$337K Sell
7,074
-464
-6% -$23K 0.08% 128
2023
Q2 		$372K Sell
7,538
-295
-4% -$14.4K 0.08% 125
2023
Q1 		$382K Sell
7,833
-2,366
-23% -$116K 0.09% 129
2022
Q4 		$476K Sell
10,199
-9,557
-48% -$435K 0.12% 114
2022
Q3 		$849K Sell
19,756
-15,685
-44% -$752K 0.23% 93
2022
Q2 		$1.74M Sell
35,441
-4,149
-10% -$214K 0.41% 79
2022
Q1 		$2.2M Sell
39,590
-1,731
-4% -$100K 0.45% 76
2021
Q4 		$2.47M Sell
41,321
-2,778
-6% -$171K 0.5% 71
2021
Q3 		$2.72M Sell
44,099
-2,015
-4% -$128K 0.59% 60
2021
Q2 		$3.09M Sell
46,114
-662
-1% -$43.6K 0.7% 50
2021
Q1 		$3.01M Buy
46,776
+80
+0.2% +$5.26K 0.73% 43
2020
Q4 		$2.9M Buy
46,696
+3,516
+8% +$203K 0.73% 46
2020
Q3 		$2.28M Buy
43,180
+36,684
+565% +$1.92M 0.64% 56
2020
Q2 		$309K Buy
+6,496
New +$290K 0.1% 130

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

Capital Insight Partners's IEMG Position: Q2 2024 in Review

Capital Insight Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2024, closing a stake of 4,010 shares — an estimated $207K sold.

Capital Insight Partners first reported a position in IEMG in Q2 2020 and held it in 16 quarters. The position peaked at $3.09M in Q2 2021. 1,704 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

  • Capital Insight Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Capital Insight Partners sold 4,010 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $207K.
  • Capital Insight Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and held it in 16 quarters.
  • Capital Insight Partners's iShares Core MSCI Emerging Markets ETF position peaked at $3.09M in Q2 2021.
  • 1,704 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Capital Insight Partners's 13F filing for Q2 2024, filed 24 Jul 2024.