Gould Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Gould Asset Management’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 Q3	–	Sell	-5,049	Closed	-$248K	–	137
2022 Q2	$248K	Sell	5,049 -145	-3%	-$7.49K	0.08%	117
2022 Q1	$289K	Sell	5,194 -755	-13%	-$43.6K	0.08%	112
2021 Q4	$356K	Buy	+5,949	New	+$367K	0.1%	99
2021 Q3	–	Sell	-4,461	Closed	-$299K	–	146
2021 Q2	$299K	Sell	4,461 -315	-7%	-$20.8K	0.09%	118
2021 Q1	$307K	Sell	4,776 -870	-15%	-$57.2K	0.09%	108
2020 Q4	$350K	Sell	5,646 -200	-3%	-$11.5K	0.11%	100
2020 Q3	$309K	Sell	5,846 -849	-13%	-$44.5K	0.1%	93
2020 Q2	$319K	Sell	6,695 -2,495	-27%	-$111K	0.11%	90
2020 Q1	$372K	Sell	9,190 -675	-7%	-$33.1K	0.14%	75
2019 Q4	$530K	Buy	9,865 +446	+5%	+$23K	0.18%	68
2019 Q3	$462K	Hold	9,419	–	–	0.16%	72
2019 Q2	$485K	Hold	9,419	–	–	0.18%	68
2019 Q1	$487K	Hold	9,419	–	–	0.18%	68
2018 Q4	$444K	Sell	9,419 -180	-2%	-$8.7K	0.18%	67
2018 Q3	$497K	Buy	9,599 +960	+11%	+$50.1K	0.2%	67
2018 Q2	$454K	Sell	8,639 -280	-3%	-$15.7K	0.2%	67
2018 Q1	$521K	Sell	8,919 -1,420	-14%	-$84K	0.23%	61
2017 Q4	$588K	Buy	10,339 +810	+9%	+$45.2K	0.26%	58
2017 Q3	$515K	Buy	9,529 +705	+8%	+$37.4K	0.23%	61
2017 Q2	$442K	Buy	8,824 +845	+11%	+$41.7K	0.21%	65
2017 Q1	$381K	Sell	7,979 -760	-9%	-$35K	0.19%	71
2016 Q4	$371K	Buy	8,739 +2,040	+30%	+$89.5K	0.19%	68
2016 Q3	$306K	Buy	+6,699	New	+$297K	0.17%	71
2016 Q1	–	Sell	-9,540	Closed	-$376K	–	102
2015 Q4	$376K	Buy	+9,540	New	+$397K	0.2%	65
2015 Q2	–	Sell	-4,307	Closed	-$208K	–	120
2015 Q1	$208K	Buy	+4,307	New	+$206K	0.1%	99

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Gould Asset Management's IEMG Position: Q3 2022 in Review

Gould Asset Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2022, closing a stake of 5,049 shares — an estimated $248K sold.

Gould Asset Management first reported a position in IEMG in Q1 2015 and held it in 25 quarters. The position peaked at $588K in Q4 2017. 1,370 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Gould Asset Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Gould Asset Management sold 5,049 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $248K.
Gould Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2015 and held it in 25 quarters.
Gould Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $588K in Q4 2017.
1,370 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Gould Asset Management's 13F filing for Q3 2022, filed 15 Nov 2022.