Great Waters Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Great Waters Wealth 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
2024 Q1	–	Sell	-4,501	Closed	-$224K	–	101
2023 Q4	$224K	Buy	4,501 +167	+4%	+$8.09K	0.04%	85
2023 Q3	$206K	Sell	4,334 -344	-7%	-$17K	0.04%	85
2023 Q2	$231K	Sell	4,678 -3	-0.1%	-$147	0.05%	80
2023 Q1	$226K	Sell	4,681 -686	-13%	-$33.7K	0.05%	78
2022 Q4	$277K	Buy	+5,367	New	+$244K	0.06%	74

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Great Waters Wealth Management's IEMG Position: Q1 2024 in Review

Great Waters Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 4,501 shares — an estimated $224K sold.

Great Waters Wealth Management first reported a position in IEMG in Q4 2022 and held it in 5 quarters. The position peaked at $277K in Q4 2022. 1,656 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

Great Waters Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Great Waters Wealth Management sold 4,501 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $224K.
Great Waters Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 5 quarters.
Great Waters Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $277K in Q4 2022.
1,656 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Great Waters Wealth Management's 13F filing for Q1 2024, filed 9 Apr 2024.