Client First Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Client First Capital’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 Q1	–	Sell	-27,028	Closed	-$1.37M	–	19
2023 Q4	$1.37M	Sell	27,028 -1,059	-4%	-$51.3K	0.99%	15
2023 Q3	$1.34M	Sell	28,087 -618	-2%	-$30.6K	0.97%	14
2023 Q2	$1.41M	Buy	28,705 +627	+2%	+$30.6K	1.05%	15
2023 Q1	$1.37M	Buy	28,078 +12,787	+84%	+$627K	1.05%	15
2022 Q4	$714K	Sell	15,291 -3,590	-19%	-$163K	0.56%	20
2022 Q3	$812K	Sell	18,881 -39,742	-68%	-$1.9M	0.6%	20
2022 Q2	$2.88M	Sell	58,623 -964	-2%	-$49.8K	2.21%	16
2022 Q1	$3.31M	Sell	59,587 -8,566	-13%	-$495K	2.23%	17
2021 Q4	$4.08M	Buy	+68,153	New	+$4.21M	2.9%	12

Other funds holding IEMG

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

Client First Capital's IEMG Position: Q1 2024 in Review

Client First Capital sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 27,028 shares — an estimated $1.37M sold.

Client First Capital first reported a position in IEMG in Q4 2021 and held it in 9 quarters. The position peaked at $4.08M in Q4 2021. 1,652 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

Client First Capital reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Client First Capital sold 27,028 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $1.37M.
Client First Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 9 quarters.
Client First Capital's iShares Core MSCI Emerging Markets ETF position peaked at $4.08M in Q4 2021.
1,652 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Client First Capital's 13F filing for Q1 2024, filed 16 Apr 2024.