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GYL Financial Synergies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

GYL Financial Synergies’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
Q3 		$521K Hold
9,081
– – 0.04% 236
2024
Q2 		$486K Buy
9,081
+4
+0% +$211 0.04% 238
2024
Q1 		$468K Sell
9,077
-4,729
-34% -$237K 0.04% 250
2023
Q4 		$698K Buy
13,806
+329
+2% +$15.9K 0.06% 212
2023
Q3 		$641K Sell
13,477
-3,035
-18% -$150K 0.06% 215
2023
Q2 		$814K Sell
16,512
-18,297
-53% -$894K 0.07% 193
2023
Q1 		$1.7M Sell
34,809
-140,820
-80% -$6.91M 0.2% 94
2022
Q4 		$8.2M Buy
175,629
+108,062
+160% +$4.91M 1.78% 13
2022
Q3 		$2.9M Buy
67,567
+37,815
+127% +$1.81M 0.79% 23
2022
Q2 		$1.46M Buy
29,752
+18,866
+173% +$975K 0.4% 38
2022
Q1 		$605K Sell
10,886
-4,581
-30% -$265K 0.14% 92
2021
Q4 		$926K Buy
15,467
+11,776
+319% +$727K 0.25% 68
2021
Q3 		$228K Buy
3,691
+341
+10% +$21.7K 0.12% 170
2021
Q2 		$224K Buy
+3,350
New +$221K 0.12% 167
2020
Q4 		– Sell
-8,697
Closed -$459K – 176
2020
Q3 		$459K Hold
8,697
– – 0.3% 93
2020
Q2 		$414K Sell
8,697
-1,815
-17% -$81K 0.3% 83
2020
Q1 		$425K Sell
10,512
-778
-7% -$38.2K 0.27% 69
2019
Q4 		$607K Buy
+11,290
New +$582K 0.27% 70
2019
Q1 		– Sell
-6,771
Closed -$319K – 161
2018
Q4 		$319K Buy
+6,771
New +$327K 0.23% 89

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GYL Financial Synergies's IEMG Position: Q3 2024 in Review

GYL Financial Synergies held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2024 at 9,081 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #236.

GYL Financial Synergies first reported a position in IEMG in Q4 2018 and has held it in 19 quarters since. The position peaked at $8.2M in Q4 2022. 1,734 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • GYL Financial Synergies held 9,081 shares of iShares Core MSCI Emerging Markets ETF worth $521K as of Q3 2024.
  • GYL Financial Synergies left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2024.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #236 holding.
  • GYL Financial Synergies first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 19 quarters since.
  • GYL Financial Synergies's iShares Core MSCI Emerging Markets ETF position peaked at $8.2M in Q4 2022.
  • 1,734 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.