Greystone Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Greystone Financial Group’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 Q4	–	Sell	-15,979	Closed	-$917K	–	101
2024 Q3	$917K	Buy	+15,979	New	+$865K	0.16%	70
2022 Q2	–	Sell	-19,912	Closed	-$1.11M	–	82
2022 Q1	$1.11M	Sell	19,912 -3,778	-16%	-$218K	0.28%	61
2021 Q4	$1.42M	Sell	23,690 -15,099	-39%	-$932K	0.34%	58
2021 Q3	$2.4M	Sell	38,789 -7,602	-16%	-$484K	0.71%	45
2021 Q2	$3.11M	Sell	46,391 -1,093	-2%	-$72K	0.77%	46
2021 Q1	$3.09M	Buy	+47,484	New	+$3.12M	0.78%	45

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

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

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

Greystone Financial Group's IEMG Position: Q4 2024 in Review

Greystone Financial Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 15,979 shares — an estimated $917K sold.

Greystone Financial Group first reported a position in IEMG in Q1 2021 and held it in 6 quarters. The position peaked at $3.11M in Q2 2021. 1,841 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

Greystone Financial Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Greystone Financial Group sold 15,979 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $917K.
Greystone Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and held it in 6 quarters.
Greystone Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $3.11M in Q2 2021.
1,841 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Greystone Financial Group's 13F filing for Q4 2024, filed 3 Feb 2025.