JP Morgan Private Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $61.9M | Sell |
1,301,317
-267,288
| -17% | -$13.2M | 0.18% | 132 |
|
|
2023
Q2 | $77.3M | Sell |
1,568,605
-410,952
| -21% | -$20.1M | 0.4% | 54 |
|
|
2023
Q1 | $96.6M | Buy |
1,979,557
+827,824
| +72% | +$40.6M | 0.2% | 111 |
|
|
2022
Q4 | $53.8M | Buy |
1,151,733
+108,965
| +10% | +$4.96M | 0.12% | 174 |
|
|
2022
Q3 | $44.8M | Sell |
1,042,768
-152,217
| -13% | -$7.3M | 0.12% | 180 |
|
|
2022
Q2 | $58.6M | Buy |
1,194,985
+76,229
| +7% | +$3.94M | 0.15% | 153 |
|
|
2022
Q1 | $62.1M | Buy |
1,118,756
+53,348
| +5% | +$3.08M | 0.13% | 163 |
|
|
2021
Q4 | $63.8M | Buy |
1,065,408
+63,985
| +6% | +$3.95M | 0.14% | 160 |
|
|
2021
Q3 | $61.8M | Buy |
1,001,423
+107,947
| +12% | +$6.87M | 0.15% | 156 |
|
|
2021
Q2 | $59.9M | Buy |
893,476
+300,230
| +51% | +$19.8M | 0.15% | 152 |
|
|
2021
Q1 | $38.2M | Buy |
593,246
+5,844
| +1% | +$384K | 0.12% | 175 |
|
|
2020
Q4 | $36.4M | Buy |
587,402
+167,380
| +40% | +$9.65M | 0.12% | 182 |
|
|
2020
Q3 | $22.2M | Buy |
420,022
+61,248
| +17% | +$3.21M | 0.09% | 200 |
|
|
2020
Q2 | $17.1M | Sell |
358,774
-191,897
| -35% | -$8.56M | 0.08% | 210 |
|
|
2020
Q1 | $22.3M | Sell |
550,671
-667,981
| -55% | -$32.8M | 0.13% | 157 |
|
|
2019
Q4 | $65.5M | Buy |
1,218,652
+147,036
| +14% | +$7.58M | 0.3% | 89 |
|
|
2019
Q3 | $52.5M | Buy |
1,071,616
+60,558
| +6% | +$3M | 0.27% | 94 |
|
|
2019
Q2 | $52M | Sell |
1,011,058
-44,927
| -4% | -$2.3M | 0.28% | 89 |
|
|
2019
Q1 | $54.6M | Buy |
1,055,985
+38,132
| +4% | +$1.93M | 0.28% | 88 |
|
|
2018
Q4 | $48M | Sell |
1,017,853
-274,601
| -21% | -$13.3M | 0.29% | 82 |
|
|
2018
Q3 | $66.9M | Buy |
1,292,454
+1,259,726
| +3,849% | +$65.7M | 0.33% | 75 |
|
|
2018
Q2 | $1.72M | Buy |
+32,728
| New | +$1.84M | 0.01% | 635 |
|
|
2018
Q1 | – | Sell |
-11,845
| Closed | -$674K | – | 1336 |
|
|
2017
Q4 | $674K | Buy |
11,845
+2,678
| +29% | +$150K | ﹤0.01% | 771 |
|
|
2017
Q3 | $495K | Sell |
9,167
-142
| -2% | -$7.53K | ﹤0.01% | 850 |
|
|
2017
Q2 | $466K | Sell |
9,309
-594,476
| -98% | -$29.3M | ﹤0.01% | 861 |
|
|
2017
Q1 | $28.9M | Buy |
603,785
+531,565
| +736% | +$24.5M | 0.22% | 107 |
|
|
2016
Q4 | $3.07M | Buy |
72,220
+48,783
| +208% | +$2.14M | 0.03% | 359 |
|
|
2016
Q3 | $1.07M | Sell |
23,437
-1,257
| -5% | -$55.8K | 0.01% | 575 |
|
|
2016
Q2 | $1.03M | Buy |
24,694
+1,553
| +7% | +$63.6K | 0.01% | 587 |
|
|
2016
Q1 | $963K | Buy |
23,141
+2,697
| +13% | +$102K | 0.01% | 567 |
|
|
2015
Q4 | $805K | Sell |
20,444
-1,570
| -7% | -$65.4K | 0.01% | 575 |
|
|
2015
Q3 | $878K | Sell |
22,014
-24,981
| -53% | -$1.07M | 0.01% | 502 |
|
|
2015
Q2 | $2.26M | Buy |
46,995
+42,184
| +877% | +$2.13M | 0.03% | 348 |
|
|
2015
Q1 | $233K | Sell |
4,811
-40,244
| -89% | -$1.93M | ﹤0.01% | 982 |
|
|
2014
Q4 | $2.12M | Sell |
45,055
-4,501
| -9% | -$220K | 0.03% | 370 |
|
|
2014
Q3 | $2.48M | Buy |
49,556
+5,725
| +13% | +$303K | 0.03% | 338 |
|
|
2014
Q2 | $2.27M | Buy |
43,831
+3,149
| +8% | +$160K | 0.04% | 274 |
|
|
2014
Q1 | $2M | Sell |
40,682
-51,405
| -56% | -$2.42M | 0.04% | 284 |
|
|
2013
Q4 | $4.59M | Buy |
+92,087
| New | +$4.6M | 0.09% | 193 |
|
Other funds holding IEMG
JP Morgan Private Wealth Advisors's IEMG Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 17% in Q3 2023, selling an estimated $13.2M and leaving 1,301,317 shares worth $61.9M. The position accounts for 0.18% of the portfolio, ranked #132.
JP Morgan Private Wealth Advisors first reported a position in IEMG in Q4 2013 and has held it in 39 quarters since. The position peaked at $96.6M in Q1 2023. 1,549 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.
- JP Morgan Private Wealth Advisors held 1,301,317 shares of iShares Core MSCI Emerging Markets ETF worth $61.9M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 267,288 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $13.2M.
- iShares Core MSCI Emerging Markets ETF made up 0.18% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #132 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2013 and has held it in 39 quarters since.
- JP Morgan Private Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $96.6M in Q1 2023.
- 1,549 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.