Independent Order of Foresters’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Independent Order of Foresters’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 Q3	–	Sell	-61,931	Closed	-$3.32M	–	14
2024 Q2	$3.32M	Hold	61,931	–	–	2.04%	6
2024 Q1	$3.2M	Sell	61,931 -5,661	-8%	-$283K	2.03%	6
2023 Q4	$3.42M	Hold	67,592	–	–	2.19%	6
2023 Q3	$3.22M	Hold	67,592	–	–	2.3%	6
2023 Q2	$3.33M	Hold	67,592	–	–	2.29%	6
2023 Q1	$3.3M	Hold	67,592	–	–	2.44%	6
2022 Q4	$3.16M	Hold	67,592	–	–	2.53%	5
2022 Q3	$2.9M	Hold	67,592	–	–	2.49%	5
2022 Q2	$3.32M	Sell	67,592 -10,501	-13%	-$543K	2.69%	5
2022 Q1	$4.34M	Buy	+78,093	New	+$4.51M	2.55%	6
2021 Q3	–	Sell	-10,348	Closed	-$693K	–	14
2021 Q2	$693K	Hold	10,348	–	–	0.39%	12
2021 Q1	$666K	Buy	+10,348	New	+$681K	0.4%	12

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 $374B AUM 17.66% 1-Year Est. Return

Independent Order of Foresters's IEMG Position: Q3 2024 in Review

Independent Order of Foresters sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 61,931 shares — an estimated $3.32M sold.

Independent Order of Foresters first reported a position in IEMG in Q1 2021 and held it in 12 quarters. The position peaked at $4.34M in Q1 2022. 1,731 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Independent Order of Foresters reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Independent Order of Foresters sold 61,931 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $3.32M.
Independent Order of Foresters first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and held it in 12 quarters.
Independent Order of Foresters's iShares Core MSCI Emerging Markets ETF position peaked at $4.34M in Q1 2022.
1,731 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Independent Order of Foresters's 13F filing for Q3 2024, filed 8 Nov 2024.