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Institutional & Family Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Institutional & Family Asset 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 		$14.7M Sell
274,953
-985
-0.4% -$51.9K 2.25% 7
2024
Q1 		$14.2M Sell
275,938
-7,429
-3% -$372K 2.27% 7
2023
Q4 		$14.3M Buy
283,367
+454
+0.2% +$22K 2.36% 7
2023
Q3 		$13.5M Sell
282,913
-447
-0.2% -$22.1K 2.2% 7
2023
Q2 		$14M Sell
283,360
-4,911
-2% -$240K 2.27% 7
2023
Q1 		$14.1M Buy
288,271
+67,612
+31% +$3.32M 2.32% 7
2022
Q4 		$10.3M Buy
220,659
+6,325
+3% +$288K 1.71% 9
2022
Q3 		$9.21M Sell
214,334
-11,066
-5% -$530K 1.63% 9
2022
Q2 		$11.1M Buy
225,400
+4,942
+2% +$255K 1.91% 9
2022
Q1 		$12.2M Buy
220,458
+1,404
+0.6% +$81.1K 1.92% 9
2021
Q4 		$13.1M Sell
219,054
-1,827
-0.8% -$113K 2.04% 8
2021
Q3 		$13.6M Buy
220,881
+1,851
+0.8% +$118K 2.18% 8
2021
Q2 		$14.7M Buy
219,030
+46,329
+27% +$3.05M 2.42% 7
2021
Q1 		$11.1M Buy
172,701
+93,322
+118% +$6.14M 2.15% 7
2020
Q4 		$4.92M Buy
79,379
+5,580
+8% +$322K 1.03% 15
2020
Q3 		$3.9M Sell
73,799
-5,243
-7% -$275K 0.91% 18
2020
Q2 		$3.76M Sell
79,042
-256
-0.3% -$11.4K 0.78% 30
2020
Q1 		$3.21M Buy
79,298
+908
+1% +$44.6K 0.74% 37
2019
Q4 		$4.21M Buy
78,390
+3,345
+4% +$172K 0.89% 24
2019
Q3 		$3.68M Buy
75,045
+27,677
+58% +$1.37M 0.81% 38
2019
Q2 		$2.44M Buy
47,368
+1,634
+4% +$83.5K 0.53% 69
2019
Q1 		$2.37M Sell
45,734
-2,810
-6% -$142K 0.5% 75
2018
Q4 		$2.29M Buy
48,544
+967
+2% +$46.8K 0.51% 74
2018
Q3 		$2.46M Buy
47,577
+9,452
+25% +$493K 0.49% 73
2018
Q2 		$2M Buy
38,125
+8,313
+28% +$466K 0.42% 75
2018
Q1 		$1.74M Buy
+29,812
New +$1.76M 0.37% 73

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Institutional & Family Asset Management's IEMG Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.36% in Q2 2024, selling an estimated $51.9K and leaving 274,953 shares worth $14.7M. The position accounts for 2.25% of the portfolio, ranked #7.

Institutional & Family Asset Management first reported a position in IEMG in Q1 2018 and has held it in 26 quarters since. 1,700 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

  • Institutional & Family Asset Management held 274,953 shares of iShares Core MSCI Emerging Markets ETF worth $14.7M as of Q2 2024.
  • Institutional & Family Asset Management sold 985 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $51.9K.
  • iShares Core MSCI Emerging Markets ETF made up 2.25% of Institutional & Family Asset Management's portfolio in Q2 2024, its #7 holding.
  • Institutional & Family Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 26 quarters since.
  • 1,700 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.