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

Financial Insights’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	-12,545	Closed	-$586K	–	169
2022 Q4	$586K	Buy	+12,545	New	+$571K	0.28%	69
2021 Q3	–	Sell	-308	Closed	-$206K	–	145
2021 Q2	$206K	Buy	+308	New	+$20.3K	0.02%	225

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Financial Insights's IEMG Position: Q1 2023 in Review

Financial Insights sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 12,545 shares — an estimated $586K sold.

Financial Insights first reported a position in IEMG in Q2 2021 and held it in 2 quarters. The position peaked at $586K in Q4 2022. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

Financial Insights reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Financial Insights sold 12,545 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $586K.
Financial Insights first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and held it in 2 quarters.
Financial Insights's iShares Core MSCI Emerging Markets ETF position peaked at $586K in Q4 2022.
1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Financial Insights's 13F filing for Q1 2023, filed 18 Apr 2023.