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Hart & Patterson Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Hart & Patterson 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 		$1.72M Buy
32,943
+3,292
+11% +$182K 0.84% 31
2024
Q3 		$1.7M Buy
29,651
+17,430
+143% +$943K 0.81% 32
2024
Q2 		$654K Buy
12,221
+1,004
+9% +$52.9K 0.32% 43
2024
Q1 		$579K Buy
11,217
+128
+1% +$6.41K 0.29% 46
2023
Q4 		$561K Buy
+11,089
New +$537K 0.29% 39

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Hart & Patterson Financial Group's IEMG Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q4 2024, buying an estimated $182K and bringing the position to 32,943 shares worth $1.72M. The position accounts for 0.84% of the portfolio, ranked #31.

Hart & Patterson Financial Group first reported a position in IEMG in Q4 2023 and has held it in 5 quarters since. 1,835 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Hart & Patterson Financial Group held 32,943 shares of iShares Core MSCI Emerging Markets ETF worth $1.72M as of Q4 2024.
  • Hart & Patterson Financial Group bought 3,292 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $182K.
  • iShares Core MSCI Emerging Markets ETF made up 0.84% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #31 holding.
  • Hart & Patterson Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,835 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.