Financial Architects (New Jersey)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Financial Architects (New Jersey)’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 Q2	$209K	Buy	+4,235	New	+$207K	0.03%	306
2022 Q2	–	Sell	-3,672	Closed	-$204K	–	125
2022 Q1	$204K	Sell	3,672 -470	-11%	-$27.2K	0.03%	322
2021 Q4	$248K	Sell	4,142 -83	-2%	-$5.12K	0.03%	298
2021 Q3	$261K	Hold	4,225	–	–	0.04%	282
2021 Q2	$283K	Buy	+4,225	New	+$278K	0.04%	279
2020 Q3	–	Sell	-863	Closed	-$41K	–	487
2020 Q2	$41K	Buy	863 +201	+30%	+$8.97K	0.01%	453
2020 Q1	$27K	Buy	662 +200	+43%	+$9.82K	0.01%	463
2019 Q4	$25K	Buy	462 +309	+202%	+$15.9K	0.01%	539
2019 Q3	$8K	Hold	153	–	–	﹤0.01%	757
2019 Q2	$8K	Sell	153 -331	-68%	-$16.9K	﹤0.01%	926
2019 Q1	$25K	Buy	484 +153	+46%	+$7.75K	﹤0.01%	814
2018 Q4	$16K	Sell	331 -282	-46%	-$13.6K	﹤0.01%	864
2018 Q3	$31K	Hold	613	–	–	0.01%	796
2018 Q2	$32K	Sell	613 -609	-50%	-$34.1K	0.01%	684
2018 Q1	$71K	Sell	1,222 -1,063	-47%	-$62.9K	0.01%	532
2017 Q4	$131K	Buy	2,285 +255	+13%	+$14.2K	0.02%	431
2017 Q3	$109K	Buy	2,030 +57	+3%	+$3.02K	0.02%	480
2017 Q2	$98K	Buy	1,973 +1,658	+526%	+$81.8K	0.02%	488
2017 Q1	$15K	Sell	315 -426	-57%	-$19.6K	﹤0.01%	1019
2016 Q4	$32K	Sell	741 -560	-43%	-$24.6K	0.01%	709
2016 Q3	$59K	Buy	+1,301	New	+$57.8K	0.02%	530

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Architects (New Jersey)'s IEMG Position: Q2 2023 in Review

Financial Architects (New Jersey) opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2023: 4,235 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #306 among its holdings. This is a return to the name: Financial Architects (New Jersey) previously reported a position in IEMG as recently as Q1 2022.

Financial Architects (New Jersey) first reported a position in IEMG in Q3 2016 and has held it in 21 quarters since. The position peaked at $283K in Q2 2021. 1,557 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

Financial Architects (New Jersey) held 4,235 shares of iShares Core MSCI Emerging Markets ETF worth $209K as of Q2 2023.
iShares Core MSCI Emerging Markets ETF was a new Financial Architects (New Jersey) position in Q2 2023.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #306 holding.
Financial Architects (New Jersey) first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2016 and has held it in 21 quarters since.
Financial Architects (New Jersey)'s iShares Core MSCI Emerging Markets ETF position peaked at $283K in Q2 2021.
1,557 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.