Column Capital Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Column Capital Advisors’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 Q3	$1.49M	Sell	31,246 -2,883	-8%	-$143K	0.22%	46
2023 Q2	$1.68M	Buy	34,129 +2,373	+7%	+$116K	0.24%	43
2023 Q1	$1.55M	Sell	31,756 -1,186	-4%	-$58.2K	0.23%	42
2022 Q4	$1.54M	Sell	32,942 -48,826	-60%	-$2.22M	0.26%	39
2022 Q3	$1.09M	Buy	81,768 +55,007	+206%	+$2.64M	0.23%	45
2022 Q2	$1.31M	Sell	26,761 -1,870	-7%	-$96.6K	0.25%	43
2022 Q1	$1.59M	Sell	28,631 -4,289	-13%	-$248K	0.29%	39
2021 Q4	$1.97M	Buy	32,920 +9,746	+42%	+$601K	0.38%	37
2021 Q3	$1.43M	Buy	23,174 +1,049	+5%	+$66.8K	0.3%	43
2021 Q2	$1.48M	Sell	22,125 -235	-1%	-$15.5K	0.31%	42
2021 Q1	$1.44M	Sell	22,360 -117	-0.5%	-$7.7K	0.32%	37
2020 Q4	$1.39M	Buy	22,477 +52	+0.2%	+$3K	0.35%	33
2020 Q3	$1.18M	Sell	22,425 -2,681	-11%	-$141K	0.36%	32
2020 Q2	$1.2M	Buy	25,106 +4,584	+22%	+$205K	0.4%	28
2020 Q1	$831K	Buy	20,522 +20,065	+4,391%	+$985K	0.34%	33
2019 Q4	$24K	Buy	+457	New	+$23.6K	0.01%	341

Other funds holding IEMG

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

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

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

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

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

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

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

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

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

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

Column Capital Advisors's IEMG Position: Q3 2023 in Review

Column Capital Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8.4% in Q3 2023, selling an estimated $143K and leaving 31,246 shares worth $1.49M. The position accounts for 0.22% of the portfolio, ranked #46.

Column Capital Advisors first reported a position in IEMG in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.97M in Q4 2021. 1,550 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Column Capital Advisors held 31,246 shares of iShares Core MSCI Emerging Markets ETF worth $1.49M as of Q3 2023.
Column Capital Advisors sold 2,883 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $143K.
iShares Core MSCI Emerging Markets ETF made up 0.22% of Column Capital Advisors's portfolio in Q3 2023, its #46 holding.
Column Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.97M in Q4 2021.
1,550 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.