KCS Wealth Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

KCS Wealth Advisory’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
2023 Q3	$567K	Sell	11,911 -3,600	-23%	-$178K	0.24%	89
2023 Q2	$765K	Buy	15,511 +100	+0.6%	+$4.88K	0.26%	85
2023 Q1	$752K	Sell	15,411 -654	-4%	-$32.1K	0.28%	86
2022 Q4	$750K	Buy	16,065 +6,012	+60%	+$273K	0.31%	81
2022 Q3	$432K	Sell	10,053 -21,803	-68%	-$1.05M	0.2%	107
2022 Q2	$1.56M	Buy	31,856 +1,386	+5%	+$71.6K	0.7%	51
2022 Q1	$1.69M	Sell	30,470 -2,257	-7%	-$130K	0.78%	48
2021 Q4	$1.96M	Buy	32,727 +494	+2%	+$30.5K	0.79%	39
2021 Q3	$1.99M	Sell	32,233 -595	-2%	-$37.9K	0.94%	29
2021 Q2	$2.2M	Sell	32,828 -495	-1%	-$32.6K	1.03%	23
2021 Q1	$2.15M	Buy	33,323 +2,250	+7%	+$148K	1.11%	19
2020 Q4	$1.93M	Buy	+31,073	New	+$1.79M	1.27%	16
2020 Q2	–	Sell	-13,893	Closed	-$562K	–	147
2020 Q1	$562K	Buy	13,893 +2,582	+23%	+$127K	0.57%	71
2019 Q4	$608K	Sell	11,311 -213	-2%	-$11K	0.46%	92
2019 Q3	$565K	Buy	11,524 +1,320	+13%	+$65.5K	0.39%	95
2019 Q2	$525K	Buy	10,204 +1,688	+20%	+$86.3K	0.41%	101
2019 Q1	$440K	Buy	8,516 +10	+0.1%	+$506	0.38%	103
2018 Q4	$401K	Buy	8,506 +1,269	+18%	+$61.4K	0.42%	101
2018 Q3	$375K	Sell	7,237 -27,225	-79%	-$1.42M	0.35%	111
2018 Q2	$1.81M	Sell	34,462 -764	-2%	-$42.8K	1.69%	7
2018 Q1	$2.06M	Buy	35,226 +540	+2%	+$31.9K	1.87%	6
2017 Q4	$1.97M	Buy	+34,686	New	+$1.94M	1.91%	5

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCS Wealth Advisory's IEMG Position: Q3 2023 in Review

KCS Wealth Advisory reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 23% in Q3 2023, selling an estimated $178K and leaving 11,911 shares worth $567K. The position accounts for 0.24% of the portfolio, ranked #89.

KCS Wealth Advisory first reported a position in IEMG in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.2M in Q2 2021. 1,548 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

KCS Wealth Advisory held 11,911 shares of iShares Core MSCI Emerging Markets ETF worth $567K as of Q3 2023.
KCS Wealth Advisory sold 3,600 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $178K.
iShares Core MSCI Emerging Markets ETF made up 0.24% of KCS Wealth Advisory's portfolio in Q3 2023, its #89 holding.
KCS Wealth Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 22 quarters since.
KCS Wealth Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $2.2M in Q2 2021.
1,548 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.