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

Divergent 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
2024 Q3	$13.6M	Buy	236,543 +10,977	+5%	+$594K	2.48%	9
2024 Q2	$12.1M	Sell	225,566 -3,138	-1%	-$165K	2.34%	9
2024 Q1	$11.8M	Buy	228,704 +14,077	+7%	+$705K	2.36%	10
2023 Q4	$10.9M	Buy	214,627 +2,264	+1%	+$110K	2.27%	11
2023 Q3	$10.1M	Buy	212,363 +20,183	+11%	+$999K	2.3%	11
2023 Q2	$9.47M	Buy	192,180 +4,008	+2%	+$196K	2.09%	11
2023 Q1	$9.18M	Buy	188,172 +5,509	+3%	+$270K	2.14%	11
2022 Q4	$8.53M	Buy	182,663 +4,647	+3%	+$211K	2.14%	11
2022 Q3	$7.65M	Sell	178,016 -14,249	-7%	-$683K	2.07%	12
2022 Q2	$9.43M	Buy	192,265 +16,030	+9%	+$828K	2.34%	11
2022 Q1	$9.79M	Buy	176,235 +5,829	+3%	+$337K	2.03%	12
2021 Q4	$10.2M	Buy	170,406 +11,436	+7%	+$706K	2.07%	12
2021 Q3	$9.82M	Buy	158,970 +21,292	+15%	+$1.36M	2.19%	12
2021 Q2	$9.22M	Buy	137,678 +1,019	+0.7%	+$67.1K	2.1%	11
2021 Q1	$8.79M	Buy	136,659 +1,123	+0.8%	+$73.9K	2.08%	11
2020 Q4	$8.41M	Sell	135,536 -6,131	-4%	-$353K	2.16%	12
2020 Q3	$7.48M	Sell	141,667 -218,773	-61%	-$11.5M	2.02%	12
2020 Q2	$17.2M	Sell	360,440 -83,469	-19%	-$3.72M	5.05%	8
2020 Q1	$18M	Buy	443,909 +176,928	+66%	+$8.69M	6.39%	6
2019 Q4	$14.4M	Sell	266,981 -63,787	-19%	-$3.29M	4.22%	10
2019 Q3	$16.2M	Buy	330,768 +80,620	+32%	+$4M	5.02%	8
2019 Q2	$12.9M	Sell	250,148 -37,292	-13%	-$1.91M	4.1%	11
2019 Q1	$14.9M	Sell	287,440 -40,360	-12%	-$2.04M	4.94%	9
2018 Q4	$15.5M	Buy	327,800 +101,249	+45%	+$4.89M	5.73%	7
2018 Q3	$11.2M	Sell	226,551 -4,809	-2%	-$251K	3.86%	11
2018 Q2	$12.1M	Buy	231,360 +13,138	+6%	+$737K	4.38%	9
2018 Q1	$12.7M	Buy	218,222 +37,940	+21%	+$2.24M	4.77%	8
2017 Q4	$10.3M	Buy	+180,282	New	+$10.1M	4.34%	10

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Divergent Wealth Advisors's IEMG Position: Q3 2024 in Review

Divergent Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.9% in Q3 2024, buying an estimated $594K and bringing the position to 236,543 shares worth $13.6M. The position accounts for 2.48% of the portfolio, ranked #9.

Divergent Wealth Advisors first reported a position in IEMG in Q4 2017 and has held it in 28 quarters since. The position peaked at $18M in Q1 2020. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Divergent Wealth Advisors held 236,543 shares of iShares Core MSCI Emerging Markets ETF worth $13.6M as of Q3 2024.
Divergent Wealth Advisors bought 10,977 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $594K.
iShares Core MSCI Emerging Markets ETF made up 2.48% of Divergent Wealth Advisors's portfolio in Q3 2024, its #9 holding.
Divergent Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 28 quarters since.
Divergent Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $18M in Q1 2020.
1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.