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

Consilio Wealth 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
2022 Q4	–	Sell	-8,931	Closed	-$384K	–	50
2022 Q3	$384K	Sell	8,931 -3,763	-30%	-$180K	0.3%	38
2022 Q2	$623K	Hold	12,694	–	–	0.5%	27
2022 Q1	$705K	Sell	12,694 -10,518	-45%	-$608K	0.55%	29
2021 Q4	$1.41M	Buy	+23,212	New	+$1.43M	1.09%	22

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Consilio Wealth Advisors's IEMG Position: Q4 2022 in Review

Consilio Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2022, closing a stake of 8,931 shares — an estimated $384K sold.

Consilio Wealth Advisors first reported a position in IEMG in Q4 2021 and held it in 4 quarters. The position peaked at $1.41M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

Consilio Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Consilio Wealth Advisors sold 8,931 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $384K.
Consilio Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
Consilio Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.41M in Q4 2021.
1,451 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Consilio Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.