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

Connectus 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 Q1	$1.68M	Buy	32,481 +1,785	+6%	+$89.4K	0.05%	203
2023 Q4	$1.55M	Sell	30,696 -250,862	-89%	-$12.2M	0.03%	289
2023 Q3	$13.4M	Sell	281,558 -114,749	-29%	-$5.68M	0.3%	84
2023 Q2	$19.6M	Buy	396,307 +181,724	+85%	+$8.88M	0.45%	64
2023 Q1	$10.5M	Buy	214,583 +179,887	+518%	+$8.82M	0.26%	91
2022 Q4	$1.62M	Sell	34,696 -104,023	-75%	-$4.73M	0.04%	226
2022 Q3	$5.97M	Sell	138,719 -201,113	-59%	-$9.64M	0.12%	164
2022 Q2	$16.7M	Buy	339,832 +134,833	+66%	+$6.97M	0.38%	82
2022 Q1	$12.3M	Buy	+204,999	New	+$11.8M	0.39%	71

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

Connectus Wealth's IEMG Position: Q1 2024 in Review

Connectus Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.8% in Q1 2024, buying an estimated $89.4K and bringing the position to 32,481 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #203.

Connectus Wealth first reported a position in IEMG in Q1 2022 and has held it in 9 quarters since. The position peaked at $19.6M in Q2 2023. 1,651 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

Connectus Wealth held 32,481 shares of iShares Core MSCI Emerging Markets ETF worth $1.68M as of Q1 2024.
Connectus Wealth bought 1,785 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $89.4K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #203 holding.
Connectus Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 9 quarters since.
Connectus Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $19.6M in Q2 2023.
1,651 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.