CSWM
IEMG icon

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

Cassady Schiller 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
Q4 		$43K Hold
824
– – 0.02% 217
2024
Q3 		$47.3K Sell
824
-318
-28% -$17.2K 0.02% 204
2024
Q2 		$61.1K Hold
1,142
– – 0.02% 182
2024
Q1 		$58.9K Buy
1,142
+193
+20% +$9.66K 0.03% 202
2023
Q4 		$48K Hold
949
– – 0.02% 207
2023
Q3 		$45.2K Buy
949
+178
+23% +$8.81K 0.03% 203
2023
Q2 		$38K Sell
771
-534
-41% -$26.1K 0.02% 220
2023
Q1 		$63.7K Buy
1,305
+534
+69% +$26.2K 0.03% 179
2022
Q4 		$36K Buy
+771
New +$35.1K 0.02% 222
2022
Q1 		– Sell
-1,506
Closed -$90K – 333
2021
Q4 		$90K Buy
+1,506
New +$92.9K 0.05% 143

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cassady Schiller Wealth Management's IEMG Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q4 2024 at 824 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #217.

Cassady Schiller Wealth Management first reported a position in IEMG in Q4 2021 and has held it in 10 quarters since. The position peaked at $90K in Q4 2021. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Cassady Schiller Wealth Management held 824 shares of iShares Core MSCI Emerging Markets ETF worth $43K as of Q4 2024.
  • Cassady Schiller Wealth Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q4 2024.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #217 holding.
  • Cassady Schiller Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $90K in Q4 2021.
  • 1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.