Inherent Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Inherent Group’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	$12.3M	Hold	213,405	–	–	11.33%	4
2024 Q2	$11.4M	Hold	213,405	–	–	10.04%	4
2024 Q1	$11M	Hold	213,405	–	–	6.67%	4
2023 Q4	$10.8M	Hold	213,405	–	–	6.9%	3
2023 Q3	$10.2M	Hold	213,405	–	–	6.62%	4
2023 Q2	$10.5M	Hold	213,405	–	–	2.89%	7
2023 Q1	$10.4M	Hold	213,405	–	–	1.18%	17
2022 Q4	$9.97M	Hold	213,405	–	–	2.97%	9
2022 Q3	$9.17M	Hold	213,405	–	–	1%	14
2022 Q2	$10.5M	Hold	213,405	–	–	1.65%	11
2022 Q1	$11.9M	Hold	213,405	–	–	2.22%	15
2021 Q4	$12.8M	Hold	213,405	–	–	2.17%	17
2021 Q3	$13.2M	Hold	213,405	–	–	1.14%	17
2021 Q2	$14.3M	Sell	213,405 -59,595	-22%	-$3.93M	1.31%	14
2021 Q1	$17.6M	Hold	273,000	–	–	2.48%	8
2020 Q4	$16.9M	Buy	+273,000	New	+$15.7M	3.62%	7

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

Inherent Group's IEMG Position: Q3 2024 in Review

Inherent Group held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2024 at 213,405 shares worth $12.3M. The position accounts for 11.33% of the portfolio, ranked #4.

Inherent Group first reported a position in IEMG in Q4 2020 and has held it in 16 quarters since. The position peaked at $17.6M in Q1 2021. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Inherent Group held 213,405 shares of iShares Core MSCI Emerging Markets ETF worth $12.3M as of Q3 2024.
Inherent Group left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2024.
iShares Core MSCI Emerging Markets ETF made up 11.33% of Inherent Group's portfolio in Q3 2024, its #4 holding.
Inherent Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 16 quarters since.
Inherent Group's iShares Core MSCI Emerging Markets ETF position peaked at $17.6M in Q1 2021.
1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Inherent Group's 13F filing for Q3 2024, filed 14 Nov 2024.