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

Coho 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
2024 Q2	–	Sell	-6,024	Closed	-$311K	–	54
2024 Q1	$311K	Sell	6,024 -1,886	-24%	-$94.5K	0.01%	62
2023 Q4	$400K	Buy	7,910 +799	+11%	+$38.7K	0.01%	70
2023 Q3	$338K	Buy	+7,111	New	+$352K	0.01%	63
2018 Q4	–	Sell	-131,759	Closed	-$6.82M	–	60
2018 Q3	$6.82M	Buy	131,759 +32,348	+33%	+$1.69M	0.16%	30
2018 Q2	$5.22M	Sell	99,411 -373	-0.4%	-$20.9K	0.13%	30
2018 Q1	$5.83M	Sell	99,784 -105	-0.1%	-$6.21K	0.15%	30
2017 Q4	$5.68M	Buy	99,889 +27,647	+38%	+$1.54M	0.14%	30
2017 Q3	$3.9M	Buy	+72,242	New	+$3.83M	0.1%	29
2016 Q3	–	Sell	-54,561	Closed	-$2.73M	–	62
2016 Q2	$2.73M	Buy	+54,561	New	+$2.24M	0.1%	33

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Coho Partners's IEMG Position: Q2 2024 in Review

Coho Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2024, closing a stake of 6,024 shares — an estimated $311K sold.

Coho Partners first reported a position in IEMG in Q2 2016 and held it in 9 quarters. The position peaked at $6.82M in Q3 2018. 1,704 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

Coho Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Coho Partners sold 6,024 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $311K.
Coho Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2016 and held it in 9 quarters.
Coho Partners's iShares Core MSCI Emerging Markets ETF position peaked at $6.82M in Q3 2018.
1,704 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Coho Partners's 13F filing for Q2 2024, filed 31 Jul 2024.