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Estate Counselors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Estate Counselors’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
-10,090
Closed -$510K – 132
2023
Q4 		$510K Sell
10,090
-4,110
-29% -$199K 0.06% 106
2023
Q3 		$676K Sell
14,200
-390
-3% -$19.3K 0.09% 103
2023
Q2 		$719K Sell
14,590
-16,045
-52% -$784K 0.09% 111
2023
Q1 		$1.49M Sell
30,635
-184,825
-86% -$9.07M 0.2% 53
2022
Q4 		$10.1M Buy
215,460
+212,620
+7,487% +$9.67M 1.41% 19
2022
Q3 		$122K Hold
2,840
– – 0.02% 121
2022
Q2 		$139K Buy
2,840
+1,055
+59% +$54.5K 0.02% 119
2022
Q1 		$99K Sell
1,785
-285
-14% -$16.5K 0.01% 126
2021
Q4 		$123K Sell
2,070
-1,510
-42% -$93.2K 0.01% 124
2021
Q3 		$221K Hold
3,580
– – 0.03% 129
2021
Q2 		$239K Buy
3,580
+550
+18% +$36.2K 0.03% 127
2021
Q1 		$195K Hold
3,030
– – 0.03% 128
2020
Q4 		$188K Buy
+3,030
New +$175K 0.03% 102
2020
Q3 		– Sell
-3,890
Closed -$185K – 132
2020
Q2 		$185K Sell
3,890
-115,510
-97% -$5.15M 0.03% 124
2020
Q1 		$4.83M Buy
119,400
+60,600
+103% +$2.98M 0.8% 42
2019
Q4 		$3.16M Buy
58,800
+300
+0.5% +$15.5K 0.46% 51
2019
Q3 		$2.87M Buy
58,500
+8,350
+17% +$414K 0.44% 53
2019
Q2 		$2.58M Buy
50,150
+300
+0.6% +$15.3K 0.4% 55
2019
Q1 		$2.58M Sell
49,850
-20,760
-29% -$1.05M 0.44% 47
2018
Q4 		$3.33M Buy
+70,610
New +$3.41M 0.67% 47

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Estate Counselors's IEMG Position: Q1 2024 in Review

Estate Counselors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 10,090 shares — an estimated $510K sold.

Estate Counselors first reported a position in IEMG in Q4 2018 and held it in 20 quarters. The position peaked at $10.1M in Q4 2022. 1,655 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

  • Estate Counselors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Estate Counselors sold 10,090 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $510K.
  • Estate Counselors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 20 quarters.
  • Estate Counselors's iShares Core MSCI Emerging Markets ETF position peaked at $10.1M in Q4 2022.
  • 1,655 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.