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

Freedman Financial Associates’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
2022 Q2	–	Sell	-4,945	Closed	-$284K	–	187
2022 Q1	$284K	Buy	4,945 +1,265	+34%	+$73.1K	0.2%	58
2021 Q4	$220K	Hold	3,680	–	–	0.15%	72
2021 Q3	$227K	Hold	3,680	–	–	0.17%	61
2021 Q2	$247K	Buy	3,680 +307	+9%	+$20.2K	0.19%	54
2021 Q1	$217K	Buy	3,373 +297	+10%	+$19.5K	0.18%	55
2020 Q4	$191K	Buy	+3,076	New	+$177K	0.17%	58

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Freedman Financial Associates's IEMG Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2022, closing a stake of 4,945 shares — an estimated $284K sold.

Freedman Financial Associates first reported a position in IEMG in Q4 2020 and held it in 6 quarters. The position peaked at $284K in Q1 2022. 1,447 funds tracked by Wall St. Rank hold IEMG as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 4,945 iShares Core MSCI Emerging Markets ETF shares in Q2 2022, an estimated $284K.
Freedman Financial Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Core MSCI Emerging Markets ETF position peaked at $284K in Q1 2022.
1,447 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.