Ground Swell Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Ground Swell Capital’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	-10,438	Closed	-$497K	–	91
2023 Q3	$497K	Buy	+10,438	New	+$517K	0.81%	14

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

Ground Swell Capital's IEMG Position: Q4 2023 in Review

Ground Swell Capital sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2023, closing a stake of 10,438 shares — an estimated $497K sold.

Ground Swell Capital first reported a position in IEMG in Q3 2023 and held it in 1 quarter. The position peaked at $497K in Q3 2023. 1,688 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

Ground Swell Capital reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Ground Swell Capital sold 10,438 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $497K.
Ground Swell Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and held it in 1 quarter.
Ground Swell Capital's iShares Core MSCI Emerging Markets ETF position peaked at $497K in Q3 2023.
1,688 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.