Glassy Mountain Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Glassy Mountain 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
2023 Q3	–	Sell	-8,049	Closed	-$397K	–	57
2023 Q2	$397K	Buy	+8,049	New	+$393K	0.18%	49
2023 Q1	–	Sell	-44,470	Closed	-$2.08M	–	109
2022 Q4	$2.08M	Buy	+44,470	New	+$2.02M	1.14%	34
2022 Q2	$3.57M	Sell	72,771 -121	-0.2%	-$6.25K	2.13%	17
2022 Q1	$4.05M	Buy	72,892 +9,432	+15%	+$545K	2.08%	16
2021 Q4	$3.8M	Buy	+63,460	New	+$3.92M	1.96%	17

Other funds holding IEMG

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

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

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

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

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

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

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

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

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

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

Glassy Mountain Advisors's IEMG Position: Q3 2023 in Review

Glassy Mountain Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 8,049 shares — an estimated $397K sold.

Glassy Mountain Advisors first reported a position in IEMG in Q4 2021 and held it in 5 quarters. The position peaked at $4.05M in Q1 2022. 1,550 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Glassy Mountain Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Glassy Mountain Advisors sold 8,049 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $397K.
Glassy Mountain Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 5 quarters.
Glassy Mountain Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $4.05M in Q1 2022.
1,550 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Glassy Mountain Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.