EisnerAmper Wealth Management Corporate Benefits’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q4	$2.63M	Sell	52,084 -1,480	-3%	-$71.7K	0.96%	27
2023 Q3	$2.55M	Buy	53,564 +49,350	+1,171%	+$2.44M	1.14%	32
2023 Q2	$208K	Buy	+4,214	New	+$206K	0.1%	55
2021 Q2	–	Sell	-31,755	Closed	-$2.04M	–	52
2021 Q1	$2.04M	Sell	31,755 -18,628	-37%	-$1.23M	1.1%	25
2020 Q4	$3.13M	Buy	50,383 +2,857	+6%	+$165K	1.79%	18
2020 Q3	$2.51M	Buy	47,526 +27,945	+143%	+$1.47M	1.65%	19
2020 Q2	$932K	Buy	+19,581	New	+$874K	0.64%	27
2019 Q2	–	Sell	-17,164	Closed	-$888K	–	36
2019 Q1	$888K	Buy	+17,164	New	+$869K	0.66%	25

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

EisnerAmper Wealth Management Corporate Benefits's IEMG Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.8% in Q4 2023, selling an estimated $71.7K and leaving 52,084 shares worth $2.63M. The position accounts for 0.96% of the portfolio, ranked #27.

EisnerAmper Wealth Management Corporate Benefits first reported a position in IEMG in Q1 2019 and has held it in 8 quarters since. The position peaked at $3.13M in Q4 2020. 1,684 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 52,084 shares of iShares Core MSCI Emerging Markets ETF worth $2.63M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 1,480 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $71.7K.
iShares Core MSCI Emerging Markets ETF made up 0.96% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #27 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 8 quarters since.
EisnerAmper Wealth Management Corporate Benefits's iShares Core MSCI Emerging Markets ETF position peaked at $3.13M in Q4 2020.
1,684 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.