Girard Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Girard Partners’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 Q2	$691K	Sell	12,910 -1,408	-10%	-$74.2K	0.07%	162
2024 Q1	$739K	Sell	14,318 -3,486	-20%	-$175K	0.07%	161
2023 Q4	$901K	Buy	17,804 +3,419	+24%	+$166K	0.09%	153
2023 Q3	$685K	Sell	14,385 -755	-5%	-$37.4K	0.08%	154
2023 Q2	$746K	Buy	15,140 +608	+4%	+$29.7K	0.08%	151
2023 Q1	$709K	Sell	14,532 -35,245	-71%	-$1.73M	0.08%	150
2022 Q4	$2.32M	Buy	+49,777	New	+$2.26M	0.26%	91
2022 Q1	–	Sell	-3,469	Closed	-$207K	–	253
2021 Q4	$207K	Sell	3,469 -1,504	-30%	-$92.8K	0.02%	224
2021 Q3	$307K	Sell	4,973 -53	-1%	-$3.37K	0.04%	191
2021 Q2	$336K	Buy	+5,026	New	+$331K	0.04%	190
2018 Q4	–	Sell	-1,288	Closed	-$66K	–	492
2018 Q3	$66K	Buy	+1,288	New	+$67.2K	0.01%	410

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Girard Partners's IEMG Position: Q2 2024 in Review

Girard Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.8% in Q2 2024, selling an estimated $74.2K and leaving 12,910 shares worth $691K. The position accounts for 0.07% of the portfolio, ranked #162.

Girard Partners first reported a position in IEMG in Q3 2018 and has held it in 11 quarters since. The position peaked at $2.32M in Q4 2022. 1,704 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

Girard Partners held 12,910 shares of iShares Core MSCI Emerging Markets ETF worth $691K as of Q2 2024.
Girard Partners sold 1,408 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $74.2K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Girard Partners's portfolio in Q2 2024, its #162 holding.
Girard Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and has held it in 11 quarters since.
Girard Partners's iShares Core MSCI Emerging Markets ETF position peaked at $2.32M in Q4 2022.
1,704 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.