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

Enzi 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
2023 Q3	–	Sell	-5,280	Closed	-$271K	–	58
2023 Q2	$271K	Sell	5,280 -3,282	-38%	-$160K	0.14%	50
2023 Q1	$424K	Sell	8,562 -6,185	-42%	-$303K	0.22%	39
2022 Q4	$761K	Sell	14,747 -1,784	-11%	-$81.1K	0.36%	34
2022 Q3	$776K	Buy	+16,531	New	+$792K	0.38%	33

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Enzi Wealth's IEMG Position: Q3 2023 in Review

Enzi Wealth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 5,280 shares — an estimated $271K sold.

Enzi Wealth first reported a position in IEMG in Q3 2022 and held it in 4 quarters. The position peaked at $776K in Q3 2022. 1,551 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Enzi Wealth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Enzi Wealth sold 5,280 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $271K.
Enzi Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and held it in 4 quarters.
Enzi Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $776K in Q3 2022.
1,551 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Enzi Wealth's 13F filing for Q3 2023, filed 16 Oct 2023.