Householder Group Estate & Retirement Specialist’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-1,715	Closed	-$98K	–	841
2024 Q3	$98K	Hold	1,715	–	–	0.03%	364
2024 Q2	$91K	Buy	1,715 +3	+0.2%	+$158	0.03%	371
2024 Q1	$88.3K	Buy	1,712 +125	+8%	+$6.26K	0.03%	368
2023 Q4	$80K	Hold	1,587	–	–	0.03%	372
2023 Q3	$75.5K	Buy	+1,587	New	+$78.5K	0.03%	372
2023 Q1	$93K	Buy	+1,916	New	+$94K	0.04%	321
2022 Q4	–	Sell	-1,015	Closed	-$43K	–	677
2022 Q3	$43K	Buy	+1,015	New	+$48.7K	0.02%	429

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IEMG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 1,715 shares — an estimated $98K sold.

Householder Group Estate & Retirement Specialist first reported a position in IEMG in Q3 2022 and held it in 7 quarters. The position peaked at $98K in Q3 2024. 1,835 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,715 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $98K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Core MSCI Emerging Markets ETF position peaked at $98K in Q3 2024.
1,835 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.