Elk River Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Elk River Wealth 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	-4,085	Closed	-$207K	–	107
2023 Q4	$207K	Buy	+4,085	New	+$198K	0.04%	108
2022 Q1	–	Sell	-81,061	Closed	-$4.85M	–	130
2021 Q4	$4.85M	Buy	81,061 +65,145	+409%	+$4.02M	1.1%	30
2021 Q3	$983K	Sell	15,916 -118,627	-88%	-$7.55M	0.25%	60
2021 Q2	$9.01M	Buy	134,543 +14,990	+13%	+$988K	2.33%	9
2021 Q1	$7.69M	Buy	119,553 +53,996	+82%	+$3.55M	2.19%	9
2020 Q4	$4.07M	Buy	+65,557	New	+$3.78M	1.34%	25

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

Elk River Wealth Management's IEMG Position: Q1 2024 in Review

Elk River Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 4,085 shares — an estimated $207K sold.

Elk River Wealth Management first reported a position in IEMG in Q4 2020 and held it in 6 quarters. The position peaked at $9.01M in Q2 2021. 1,656 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

Elk River Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Elk River Wealth Management sold 4,085 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $207K.
Elk River Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 6 quarters.
Elk River Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $9.01M in Q2 2021.
1,656 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Elk River Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.