ICA Group Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

ICA Group Wealth Management’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 Q2	$50.5K	Sell	943 -13,272	-93%	-$700K	0.03%	242
2024 Q1	$734K	Sell	14,215 -1,608	-10%	-$80.5K	0.15%	127
2023 Q4	$800K	Sell	15,823 -1,429	-8%	-$69.2K	0.18%	107
2023 Q3	$821K	Sell	17,252 -4,909	-22%	-$243K	0.23%	92
2023 Q2	$1.09M	Buy	22,161 +13,186	+147%	+$644K	0.27%	74
2023 Q1	$438K	Sell	8,975 -14,276	-61%	-$700K	0.1%	160
2022 Q4	$1.09M	Sell	23,251 -9,576	-29%	-$436K	0.26%	96
2022 Q3	$1.41M	Sell	32,827 -1,884	-5%	-$90.3K	0.3%	82
2022 Q2	$1.7M	Sell	34,711 -531	-2%	-$27.4K	0.32%	77
2022 Q1	$1.85M	Buy	+35,242	New	+$2.04M	0.35%	71

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

ICA Group Wealth Management's IEMG Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 93% in Q2 2024, selling an estimated $700K and leaving 943 shares worth $50.5K. The position accounts for 0.03% of the portfolio, ranked #242.

ICA Group Wealth Management first reported a position in IEMG in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.85M in Q1 2022. 1,700 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

ICA Group Wealth Management held 943 shares of iShares Core MSCI Emerging Markets ETF worth $50.5K as of Q2 2024.
ICA Group Wealth Management sold 13,272 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $700K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #242 holding.
ICA Group Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.85M in Q1 2022.
1,700 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.