Eley Financial Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Eley Financial 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
2024 Q1	–	Sell	-44,101	Closed	-$2.23M	–	71
2023 Q4	$2.23M	Buy	44,101 +1,248	+3%	+$60.5K	1.05%	29
2023 Q3	$2.04M	Sell	42,853 -248	-0.6%	-$12.3K	1.04%	31
2023 Q2	$2.12M	Buy	43,101 +707	+2%	+$34.5K	1.03%	32
2023 Q1	$2.07M	Sell	42,394 -361	-0.8%	-$17.7K	1.07%	32
2022 Q4	$2M	Buy	+42,755	New	+$1.94M	1.08%	32

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Eley Financial Management's IEMG Position: Q1 2024 in Review

Eley Financial Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 44,101 shares — an estimated $2.23M sold.

Eley Financial Management first reported a position in IEMG in Q4 2022 and held it in 5 quarters. The position peaked at $2.23M in Q4 2023. 1,656 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

Eley Financial Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Eley Financial Management sold 44,101 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $2.23M.
Eley Financial Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 5 quarters.
Eley Financial Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.23M in Q4 2023.
1,656 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Eley Financial Management's 13F filing for Q1 2024, filed 14 May 2024.