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

Janiczek 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	$42K	Hold	785	–	–	0.01%	432
2024 Q1	$40.5K	Hold	785	–	–	0.01%	440
2023 Q4	$39.7K	Hold	785	–	–	0.01%	426
2023 Q3	$37.4K	Buy	785 +366	+87%	+$18.1K	0.01%	411
2023 Q2	$20.7K	Hold	419	–	–	0.01%	457
2023 Q1	$20.6K	Buy	419 +131	+45%	+$6.43K	0.01%	448
2022 Q4	$14.5K	Sell	288 -92	-24%	-$4.18K	﹤0.01%	501
2022 Q3	$16K	Hold	380	–	–	0.01%	480
2022 Q2	$19K	Buy	380 +12	+3%	+$620	0.01%	481
2022 Q1	$20K	Sell	368 -12	-3%	-$693	0.01%	453
2021 Q4	$23K	Buy	380 +284	+296%	+$17.5K	0.01%	452
2021 Q3	$6K	Buy	96 +47	+96%	+$2.99K	﹤0.01%	661
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	720
2021 Q1	$3K	Hold	49	–	–	﹤0.01%	704
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	652
2020 Q3	$3K	Hold	49	–	–	﹤0.01%	446
2020 Q2	$2K	Sell	49 -119	-71%	-$5.31K	﹤0.01%	285
2020 Q1	$7K	Hold	168	–	–	﹤0.01%	111
2019 Q4	$9K	Hold	168	–	–	﹤0.01%	115
2019 Q3	$8K	Buy	168 +23	+16%	+$1.14K	﹤0.01%	116
2019 Q2	$7K	Buy	145 +69	+91%	+$3.53K	﹤0.01%	143
2019 Q1	$4K	Sell	76 -1,171	-94%	-$59.3K	﹤0.01%	130
2018 Q4	$59K	Buy	+1,247	New	+$60.3K	0.03%	73

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janiczek Wealth Management's IEMG Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2024 at 785 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #432.

Janiczek Wealth Management first reported a position in IEMG in Q4 2018 and has held it in 23 quarters since. The position peaked at $59K in Q4 2018. 1,704 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

Janiczek Wealth Management held 785 shares of iShares Core MSCI Emerging Markets ETF worth $42K as of Q2 2024.
Janiczek Wealth Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2024.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #432 holding.
Janiczek Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 23 quarters since.
Janiczek Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $59K in Q4 2018.
1,704 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.