KC
IEMG icon

Kenfarb & Co’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kenfarb & Co’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 		$5.23K Hold
110
– – ﹤0.01% 201
2023
Q2 		$5.42K Hold
110
– – ﹤0.01% 198
2023
Q1 		$5.37K Hold
110
– – ﹤0.01% 199
2022
Q4 		$5.14K Hold
110
– – ﹤0.01% 210
2022
Q3 		$5K Buy
+110
New +$5.27K ﹤0.01% 211

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kenfarb & Co's IEMG Position: Q3 2023 in Review

Kenfarb & Co held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2023 at 110 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Kenfarb & Co first reported a position in IEMG in Q3 2022 and has held it in 5 quarters since. The position peaked at $5.42K in Q2 2023. 1,548 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

  • Kenfarb & Co held 110 shares of iShares Core MSCI Emerging Markets ETF worth $5.23K as of Q3 2023.
  • Kenfarb & Co left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2023.
  • iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Kenfarb & Co's portfolio in Q3 2023, its #201 holding.
  • Kenfarb & Co first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 5 quarters since.
  • Kenfarb & Co's iShares Core MSCI Emerging Markets ETF position peaked at $5.42K in Q2 2023.
  • 1,548 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.