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Enterprise Bank & Trust’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Enterprise Bank & Trust’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 		– Sell
-7,552
Closed -$359K – 125
2023
Q3 		$359K Hold
7,552
– – 0.15% 85
2023
Q2 		$372K Buy
+7,552
New +$369K 0.14% 88

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Enterprise Bank & Trust's IEMG Position: Q4 2023 in Review

Enterprise Bank & Trust sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2023, closing a stake of 7,552 shares — an estimated $359K sold.

Enterprise Bank & Trust first reported a position in IEMG in Q2 2023 and held it in 2 quarters. The position peaked at $372K in Q2 2023. 1,689 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

  • Enterprise Bank & Trust reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Enterprise Bank & Trust sold 7,552 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $359K.
  • Enterprise Bank & Trust first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and held it in 2 quarters.
  • Enterprise Bank & Trust's iShares Core MSCI Emerging Markets ETF position peaked at $372K in Q2 2023.
  • 1,689 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Enterprise Bank & Trust's 13F filing for Q4 2023, filed 9 Jan 2024.