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D'Orazio & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

D'Orazio & Associates’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
-160
Closed -$10K – 378
2021
Q3 		$10K Sell
160
-32
-17% -$2.04K ﹤0.01% 530
2021
Q2 		$13K Buy
192
+32
+20% +$2.11K ﹤0.01% 290
2021
Q1 		$10K Buy
+160
New +$10.5K ﹤0.01% 286
2017
Q3 		– Sell
-65
Closed -$3K – 296
2017
Q2 		$3K Buy
+65
New +$3.21K ﹤0.01% 279

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

D'Orazio & Associates's IEMG Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2021, closing a stake of 160 shares — an estimated $10K sold.

D'Orazio & Associates first reported a position in IEMG in Q2 2017 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 1,498 funds tracked by Wall St. Rank hold IEMG as of Q4 2021.

  • D'Orazio & Associates reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 160 iShares Core MSCI Emerging Markets ETF shares in Q4 2021, an estimated $10K.
  • D'Orazio & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and held it in 4 quarters.
  • D'Orazio & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $13K in Q2 2021.
  • 1,498 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.