FCA
IEMG icon

FinTrust Capital Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

FinTrust Capital Advisors’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 		$9.98M Buy
173,836
+8,913
+5% +$482K 1.69% 13
2024
Q2 		$8.83M Buy
164,923
+4,317
+3% +$228K 1.6% 14
2024
Q1 		$8.29M Buy
160,606
+192
+0.1% +$9.62K 1.6% 14
2023
Q4 		$8.11M Buy
160,414
+4,693
+3% +$227K 1.62% 12
2023
Q3 		$7.41M Buy
155,721
+30,790
+25% +$1.52M 1.65% 11
2023
Q2 		$5.83M Hold
124,931
– – 1.4% 14
2023
Q1 		$5.83M Hold
124,931
– – 1.41% 14
2022
Q4 		$5.83M Buy
124,931
+4,866
+4% +$221K 1.41% 14
2022
Q3 		$5.21M Buy
120,065
+16,207
+16% +$777K 1.34% 11
2022
Q2 		$5.01M Buy
103,858
+42,533
+69% +$2.2M 1.25% 12
2022
Q1 		$3.41M Buy
61,325
+12,116
+25% +$700K 0.78% 19
2021
Q4 		$2.95M Sell
49,209
-528
-1% -$32.6K 0.7% 30
2021
Q3 		$3.07M Buy
49,737
+12,714
+34% +$809K 0.81% 28
2021
Q2 		$2.48M Buy
37,023
+16,069
+77% +$1.06M 0.65% 35
2021
Q1 		$1.35M Buy
20,954
+10,292
+97% +$677K 0.39% 68
2020
Q4 		$661K Buy
10,662
+9,698
+1,006% +$559K 0.21% 95
2020
Q3 		$51 Sell
964
-63
-6% -$3.3K 0.01% 485
2020
Q2 		$49K Sell
1,027
-8,505
-89% -$380K 0.02% 495
2020
Q1 		$386K Sell
9,532
-4,272
-31% -$210K 0.19% 110
2019
Q4 		$742K Sell
13,804
-585
-4% -$30.1K 0.3% 69
2019
Q3 		$705K Sell
14,389
-9,304
-39% -$461K 0.24% 84
2019
Q2 		$1.22M Buy
23,693
+2,612
+12% +$133K 0.49% 38
2019
Q1 		$1.09M Sell
21,081
-8,546
-29% -$433K 0.46% 39
2018
Q4 		$1.4M Buy
+29,627
New +$1.43M 0.69% 28

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FinTrust Capital Advisors's IEMG Position: Q3 2024 in Review

FinTrust Capital Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.4% in Q3 2024, buying an estimated $482K and bringing the position to 173,836 shares worth $9.98M. The position accounts for 1.69% of the portfolio, ranked #13.

FinTrust Capital Advisors first reported a position in IEMG in Q4 2018 and has held it in 24 quarters since. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • FinTrust Capital Advisors held 173,836 shares of iShares Core MSCI Emerging Markets ETF worth $9.98M as of Q3 2024.
  • FinTrust Capital Advisors bought 8,913 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $482K.
  • iShares Core MSCI Emerging Markets ETF made up 1.69% of FinTrust Capital Advisors's portfolio in Q3 2024, its #13 holding.
  • FinTrust Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.