Donor Advised Charitable Giving’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Donor Advised Charitable Giving’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
2021 Q4	–	Sell	-6,458	Closed	-$399K	–	54
2021 Q3	$399K	Hold	6,458	–	–	0.07%	34
2021 Q2	$433K	Buy	6,458 +2	+0%	+$132	0.05%	92
2021 Q1	$416K	Sell	6,456 -141	-2%	-$9.28K	0.04%	91
2020 Q4	$409K	Buy	6,597 +428	+7%	+$24.7K	0.06%	89
2020 Q3	$326K	Sell	6,169 -626	-9%	-$32.8K	0.09%	45
2020 Q2	$323K	Sell	6,795 -595	-8%	-$26.6K	0.12%	35
2020 Q1	$299K	Buy	+7,390	New	+$363K	0.15%	33

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Donor Advised Charitable Giving's IEMG Position: Q4 2021 in Review

Donor Advised Charitable Giving sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2021, closing a stake of 6,458 shares — an estimated $399K sold.

Donor Advised Charitable Giving first reported a position in IEMG in Q1 2020 and held it in 7 quarters. The position peaked at $433K in Q2 2021. 1,497 funds tracked by Wall St. Rank hold IEMG as of Q4 2021.

Donor Advised Charitable Giving reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Donor Advised Charitable Giving sold 6,458 iShares Core MSCI Emerging Markets ETF shares in Q4 2021, an estimated $399K.
Donor Advised Charitable Giving first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and held it in 7 quarters.
Donor Advised Charitable Giving's iShares Core MSCI Emerging Markets ETF position peaked at $433K in Q2 2021.
1,497 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q4 2021, filed 19 Jan 2022.