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

Curi Wealth Management’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	–	Sell	-6,277	Closed	-$309K	–	165
2023 Q2	$309K	Sell	6,277 -350	-5%	-$17.1K	0.04%	125
2023 Q1	$323K	Sell	6,627 -524	-7%	-$25.7K	0.05%	118
2022 Q4	$334K	Sell	7,151 -11,677	-62%	-$531K	0.05%	136
2022 Q3	$809K	Sell	18,828 -102,824	-85%	-$4.93M	0.13%	78
2022 Q2	$5.97M	Buy	121,652 +4,004	+3%	+$207K	1.15%	34
2022 Q1	$6.54M	Buy	117,648 +9,590	+9%	+$554K	1.13%	38
2021 Q4	$6.47M	Buy	108,058 +33,030	+44%	+$2.04M	1.12%	32
2021 Q3	$4.63M	Buy	75,028 +7,527	+11%	+$479K	2.13%	12
2021 Q2	$4.52M	Buy	67,501 +15,913	+31%	+$1.05M	2.27%	12
2021 Q1	$3.32M	Buy	51,588 +12,007	+30%	+$790K	2.1%	12
2020 Q4	$2.46M	Buy	+39,581	New	+$2.28M	1.78%	11

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

Curi Wealth Management's IEMG Position: Q3 2023 in Review

Curi Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 6,277 shares — an estimated $309K sold.

Curi Wealth Management first reported a position in IEMG in Q4 2020 and held it in 11 quarters. The position peaked at $6.54M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Curi Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Curi Wealth Management sold 6,277 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $309K.
Curi Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 11 quarters.
Curi Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $6.54M in Q1 2022.
1,549 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Curi Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.