Family Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Family Asset 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
2024 Q3	$460K	Sell	8,021 -674	-8%	-$36.5K	0.28%	70
2024 Q2	$465K	Buy	8,695 +1,018	+13%	+$53.7K	0.3%	69
2024 Q1	$396K	Sell	7,677 -839	-10%	-$42K	0.25%	76
2023 Q4	$431K	Sell	8,516 -3,643	-30%	-$176K	0.29%	74
2023 Q3	$579K	Sell	12,159 -6,439	-35%	-$319K	0.43%	56
2023 Q2	$917K	Sell	18,598 -8,457	-31%	-$413K	0.62%	37
2023 Q1	$1.32M	Buy	27,055 +8,572	+46%	+$421K	0.96%	28
2022 Q4	$863K	Buy	+18,483	New	+$841K	0.72%	38

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Family Asset Management's IEMG Position: Q3 2024 in Review

Family Asset Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.8% in Q3 2024, selling an estimated $36.5K and leaving 8,021 shares worth $460K. The position accounts for 0.28% of the portfolio, ranked #70.

Family Asset Management first reported a position in IEMG in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.32M in Q1 2023. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Family Asset Management held 8,021 shares of iShares Core MSCI Emerging Markets ETF worth $460K as of Q3 2024.
Family Asset Management sold 674 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $36.5K.
iShares Core MSCI Emerging Markets ETF made up 0.28% of Family Asset Management's portfolio in Q3 2024, its #70 holding.
Family Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.32M in Q1 2023.
1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.