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Horizon Family Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Horizon Family Wealth’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
Q1 		– Sell
-10,194
Closed -$476K – 61
2022
Q4 		$476K Sell
10,194
-2,633
-21% -$120K 0.55% 31
2022
Q3 		$551K Buy
12,827
+101
+0.8% +$4.84K 0.67% 31
2022
Q2 		$624K Buy
12,726
+1,704
+15% +$88.1K 0.73% 29
2022
Q1 		$612K Buy
11,022
+745
+7% +$43K 0.61% 33
2021
Q4 		$615K Buy
+10,277
New +$634K 0.63% 31

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Horizon Family Wealth's IEMG Position: Q1 2023 in Review

Horizon Family Wealth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 10,194 shares — an estimated $476K sold.

Horizon Family Wealth first reported a position in IEMG in Q4 2021 and held it in 5 quarters. The position peaked at $624K in Q2 2022. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

  • Horizon Family Wealth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Horizon Family Wealth sold 10,194 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $476K.
  • Horizon Family Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 5 quarters.
  • Horizon Family Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $624K in Q2 2022.
  • 1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Horizon Family Wealth's 13F filing for Q1 2023, filed 8 May 2023.