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

CCG 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	–	Sell	-6,926	Closed	-$398K	–	71
2024 Q3	$398K	Hold	6,926	–	–	0.22%	50
2024 Q2	$371K	Hold	6,926	–	–	0.21%	49
2024 Q1	$357K	Buy	+6,926	New	+$347K	0.22%	48
2023 Q1	–	Sell	-4,938	Closed	-$231K	–	79
2022 Q4	$231K	Sell	4,938 -363	-7%	-$16.5K	0.13%	85
2022 Q3	$228K	Hold	5,301	–	–	0.14%	78
2022 Q2	$260K	Buy	5,301 +25	+0.5%	+$1.29K	0.15%	79
2022 Q1	$293K	Hold	5,276	–	–	0.14%	88
2021 Q4	$316K	Buy	+5,276	New	+$326K	0.16%	57
2020 Q1	–	Sell	-22,293	Closed	-$1.2M	–	76
2019 Q4	$1.2M	Sell	22,293 -15	-0.1%	-$773	0.76%	29
2019 Q3	$1.09M	Sell	22,308 -337	-1%	-$16.7K	0.75%	30
2019 Q2	$1.17M	Buy	22,645 +52	+0.2%	+$2.66K	0.83%	28
2019 Q1	$1.17M	Buy	22,593 +10,655	+89%	+$540K	0.94%	25
2018 Q4	$563K	Buy	+11,938	New	+$577K	0.55%	34

Other funds holding IEMG

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

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

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

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

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

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

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

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

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

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

CCG Wealth Management's IEMG Position: Q4 2024 in Review

CCG Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 6,926 shares — an estimated $398K sold.

CCG Wealth Management first reported a position in IEMG in Q4 2018 and held it in 13 quarters. The position peaked at $1.2M in Q4 2019. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

CCG Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
CCG Wealth Management sold 6,926 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $398K.
CCG Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 13 quarters.
CCG Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.2M in Q4 2019.
1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on CCG Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.