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

CIC Wealth’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
Q3 		$306K Buy
5,337
+94
+2% +$5.09K 0.08% 125
2024
Q2 		$281K Buy
5,243
+223
+4% +$11.8K 0.08% 130
2024
Q1 		$259K Buy
5,020
+87
+2% +$4.36K 0.08% 136
2023
Q4 		$250K Sell
4,933
-408
-8% -$19.8K 0.08% 136
2023
Q3 		$254K Sell
5,341
-614
-10% -$30.4K 0.09% 124
2023
Q2 		$294K Sell
5,955
-424
-7% -$20.7K 0.1% 114
2023
Q1 		$311K Buy
6,379
+552
+9% +$27.1K 0.12% 111
2022
Q4 		$272K Buy
+5,827
New +$265K 0.11% 119

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIC Wealth's IEMG Position: Q3 2024 in Review

CIC Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.8% in Q3 2024, buying an estimated $5.09K and bringing the position to 5,337 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #125.

CIC Wealth first reported a position in IEMG in Q4 2022 and has held it in 8 quarters since. The position peaked at $311K in Q1 2023. 1,734 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • CIC Wealth held 5,337 shares of iShares Core MSCI Emerging Markets ETF worth $306K as of Q3 2024.
  • CIC Wealth bought 94 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $5.09K.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of CIC Wealth's portfolio in Q3 2024, its #125 holding.
  • CIC Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
  • CIC Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $311K in Q1 2023.
  • 1,734 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.