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Emerson Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Emerson Wealth’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
2022
Q2 		$153K Buy
3,126
+158
+5% +$8.16K 0.1% 23
2022
Q1 		$165K Sell
2,968
-99
-3% -$5.72K 0.09% 22
2021
Q4 		$184K Sell
3,067
-189
-6% -$11.7K 0.1% 22
2021
Q3 		$201K Buy
3,256
+45
+1% +$2.87K 0.11% 21
2021
Q2 		$215K Sell
3,211
-1,512
-32% -$99.6K 0.12% 21
2021
Q1 		$304K Sell
4,723
-831
-15% -$54.7K 0.18% 19
2020
Q4 		$345K Buy
5,554
+8
+0.1% +$461 0.2% 19
2020
Q3 		$293K Sell
5,546
-756
-12% -$39.6K 0.2% 19
2020
Q2 		$300K Buy
6,302
+1,075
+21% +$48K 0.21% 19
2020
Q1 		$212K Sell
5,227
-619
-11% -$30.4K 0.19% 21
2019
Q4 		$314K Buy
5,846
+276
+5% +$14.2K 0.21% 20
2019
Q3 		$273K Buy
5,570
+69
+1% +$3.42K 0.2% 20
2019
Q2 		$283K Buy
5,501
+837
+18% +$42.8K 0.21% 19
2019
Q1 		$241K Sell
4,664
-591
-11% -$29.9K 0.18% 23
2018
Q4 		$248K Buy
+5,255
New +$254K 0.24% 22

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Emerson Wealth's IEMG Position: Q2 2022 in Review

Emerson Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.3% in Q2 2022, buying an estimated $8.16K and bringing the position to 3,126 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #23.

Emerson Wealth first reported a position in IEMG in Q4 2018 and has held it in 15 quarters since. The position peaked at $345K in Q4 2020. 1,447 funds tracked by Wall St. Rank hold IEMG as of Q2 2022.

  • Emerson Wealth held 3,126 shares of iShares Core MSCI Emerging Markets ETF worth $153K as of Q2 2022.
  • Emerson Wealth bought 158 iShares Core MSCI Emerging Markets ETF shares in Q2 2022, an estimated $8.16K.
  • iShares Core MSCI Emerging Markets ETF made up 0.1% of Emerson Wealth's portfolio in Q2 2022, its #23 holding.
  • Emerson Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 15 quarters since.
  • Emerson Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $345K in Q4 2020.
  • 1,447 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.