Goodwin Investment Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Goodwin Investment Advisory’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 Q4	–	Sell	-270	Closed	-$12.8K	–	76
2023 Q3	$12.8K	Sell	270 -74	-22%	-$3.66K	0.01%	72
2023 Q2	$17K	Sell	344 -217	-39%	-$10.6K	0.01%	71
2023 Q1	$27.4K	Sell	561 -229	-29%	-$11.2K	0.02%	67
2022 Q4	$36.9K	Buy	790 +322	+69%	+$14.6K	0.03%	99
2022 Q3	$20K	Sell	468 -114	-20%	-$5.46K	0.02%	124
2022 Q2	$28.6K	Buy	582 +45	+8%	+$2.33K	0.02%	88
2022 Q1	$32K	Sell	537 -498	-48%	-$28.8K	0.02%	103
2021 Q4	$64K	Buy	1,035 +62	+6%	+$3.83K	0.05%	68
2021 Q3	$60K	Hold	973	–	–	0.06%	59
2021 Q2	$65K	Hold	973	–	–	0.07%	57
2021 Q1	$63K	Hold	973	–	–	0.07%	53
2020 Q4	$60K	Buy	+973	New	+$56.1K	0.07%	44

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goodwin Investment Advisory's IEMG Position: Q4 2023 in Review

Goodwin Investment Advisory sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2023, closing a stake of 270 shares — an estimated $12.8K sold.

Goodwin Investment Advisory first reported a position in IEMG in Q4 2020 and held it in 12 quarters. The position peaked at $65K in Q2 2021. 1,688 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

Goodwin Investment Advisory reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 270 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $12.8K.
Goodwin Investment Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 12 quarters.
Goodwin Investment Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $65K in Q2 2021.
1,688 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Goodwin Investment Advisory's 13F filing for Q4 2023, filed 31 Jan 2024.