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HC Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

HC Financial Advisors’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
2022
Q2 		$22K Buy
+440
New +$22.7K 0.01% 186
2020
Q2 		– Sell
-1,000
Closed -$40K – 370
2020
Q1 		$40K Buy
+1,000
New +$49.1K 0.04% 126

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HC Financial Advisors's IEMG Position: Q2 2022 in Review

HC Financial Advisors opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2022: 440 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: HC Financial Advisors previously reported a position in IEMG as recently as Q1 2020.

HC Financial Advisors first reported a position in IEMG in Q1 2020 and has held it in 2 quarters since. The position peaked at $40K in Q1 2020. 1,448 funds tracked by Wall St. Rank hold IEMG as of Q2 2022.

  • HC Financial Advisors held 440 shares of iShares Core MSCI Emerging Markets ETF worth $22K as of Q2 2022.
  • iShares Core MSCI Emerging Markets ETF was a new HC Financial Advisors position in Q2 2022.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #186 holding.
  • HC Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 2 quarters since.
  • HC Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $40K in Q1 2020.
  • 1,448 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.