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Financial Alternatives’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Financial Alternatives’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
Q1 		– Sell
-4,801
Closed -$224K – 78
2022
Q4 		$224K Buy
+4,801
New +$218K 0.22% 73

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Alternatives's IEMG Position: Q1 2023 in Review

Financial Alternatives sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 4,801 shares — an estimated $224K sold.

Financial Alternatives first reported a position in IEMG in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 1,527 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

  • Financial Alternatives reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Alternatives sold 4,801 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $224K.
  • Financial Alternatives first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
  • Financial Alternatives's iShares Core MSCI Emerging Markets ETF position peaked at $224K in Q4 2022.
  • 1,527 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Financial Alternatives's 13F filing for Q1 2023, filed 8 May 2023.