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

Castleview 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
2025
Q1 		– Sell
-670
Closed -$34.9K – 352
2024
Q4 		$34.9K Buy
670
+8
+1% +$443 0.02% 398
2024
Q3 		$38K Hold
662
– – 0.02% 362
2024
Q2 		$35.4K Sell
662
-20
-3% -$1.05K 0.02% 371
2024
Q1 		$35.2K Sell
682
-2,407
-78% -$121K 0.02% 387
2023
Q4 		$156K Buy
3,089
+491
+19% +$23.8K 0.11% 154
2023
Q3 		$124K Buy
2,598
+279
+12% +$13.8K 0.11% 152
2023
Q2 		$114K Sell
2,319
-1,224
-35% -$59.8K 0.1% 173
2023
Q1 		$173K Buy
3,543
+3
+0.1% +$147 0.15% 138
2022
Q4 		$165K Buy
3,540
+699
+25% +$31.8K 0.16% 130
2022
Q3 		$122K Buy
2,841
+2,502
+738% +$120K 0.12% 160
2022
Q2 		$16.4K Sell
339
-2,523
-88% -$130K 0.01% 406
2022
Q1 		$158K Buy
+2,862
New +$165K 0.1% 191
2021
Q2 		$305K Buy
+4,550
New +$300K 0.13% 162

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
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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Castleview Partners's IEMG Position: Q1 2025 in Review

Castleview Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 670 shares — an estimated $34.9K sold.

Castleview Partners first reported a position in IEMG in Q2 2021 and held it in 13 quarters. The position peaked at $305K in Q2 2021. 1,851 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

  • Castleview Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 670 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $34.9K.
  • Castleview Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's iShares Core MSCI Emerging Markets ETF position peaked at $305K in Q2 2021.
  • 1,851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.