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

Journey Advisory 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
2022 Q3	–	Sell	-4,531	Closed	-$220K	–	242
2022 Q2	$220K	Sell	4,531 -392	-8%	-$20.3K	0.05%	230
2022 Q1	$273K	Sell	4,923 -945	-16%	-$54.6K	0.07%	190
2021 Q4	$351K	Buy	5,868 +25	+0.4%	+$1.54K	0.1%	166
2021 Q3	$361K	Hold	5,843	–	–	0.12%	153
2021 Q2	$391K	Buy	5,843 +7	+0.1%	+$461	0.12%	141
2021 Q1	$376K	Hold	5,836	–	–	0.13%	131
2020 Q4	$362K	Buy	+5,836	New	+$336K	0.14%	123

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Journey Advisory Group's IEMG Position: Q3 2022 in Review

Journey Advisory Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2022, closing a stake of 4,531 shares — an estimated $220K sold.

Journey Advisory Group first reported a position in IEMG in Q4 2020 and held it in 7 quarters. The position peaked at $391K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Journey Advisory Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Journey Advisory Group sold 4,531 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $220K.
Journey Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 7 quarters.
Journey Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $391K in Q2 2021.
1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Journey Advisory Group's 13F filing for Q3 2022, filed 9 Nov 2022.