Clear Perspectives Financial Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$13.5K	Sell	276 -43	-13%	-$2.11K	0.01%	130
2022 Q4	$14.9K	Buy	319 +167	+110%	+$7.59K	0.01%	136
2022 Q3	$7K	Buy	152 +103	+210%	+$4.94K	﹤0.01%	157
2022 Q2	$2K	Sell	49 -105	-68%	-$5.43K	﹤0.01%	198
2022 Q1	$9K	Buy	+154	New	+$8.9K	﹤0.01%	168

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Clear Perspectives Financial Planning's IEMG Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 13% in Q1 2023, selling an estimated $2.11K and leaving 276 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #130.

Clear Perspectives Financial Planning first reported a position in IEMG in Q1 2022 and has held it in 5 quarters since. The position peaked at $14.9K in Q4 2022. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

Clear Perspectives Financial Planning held 276 shares of iShares Core MSCI Emerging Markets ETF worth $13.5K as of Q1 2023.
Clear Perspectives Financial Planning sold 43 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $2.11K.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #130 holding.
Clear Perspectives Financial Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 5 quarters since.
Clear Perspectives Financial Planning's iShares Core MSCI Emerging Markets ETF position peaked at $14.9K in Q4 2022.
1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.