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

Endurance 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
2023 Q2	$4K	Hold	85	–	–	﹤0.01%	555
2023 Q1	$4K	Hold	85	–	–	﹤0.01%	558
2022 Q4	$4K	Buy	85 +33	+63%	+$1.5K	﹤0.01%	540
2022 Q3	$2K	Hold	52	–	–	﹤0.01%	564
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	556
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	581
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	567
2021 Q3	$3K	Sell	52 -350	-87%	-$22.3K	﹤0.01%	578
2021 Q2	$26K	Buy	402 +350	+673%	+$23.1K	﹤0.01%	428
2021 Q1	$3K	Hold	52	–	–	﹤0.01%	589
2020 Q4	$3K	Hold	52	–	–	﹤0.01%	555
2020 Q3	$3K	Hold	52	–	–	﹤0.01%	550
2020 Q2	$2K	Buy	+52	New	+$2.32K	﹤0.01%	558

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Endurance Wealth Management's IEMG Position: Q2 2023 in Review

Endurance Wealth Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2023 at 85 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Endurance Wealth Management first reported a position in IEMG in Q2 2020 and has held it in 13 quarters since. The position peaked at $26K in Q2 2021. 1,558 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

Endurance Wealth Management held 85 shares of iShares Core MSCI Emerging Markets ETF worth $4K as of Q2 2023.
Endurance Wealth Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2023.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #555 holding.
Endurance Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 13 quarters since.
Endurance Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $26K in Q2 2021.
1,558 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.