Keudell/Morrison Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Keudell/Morrison 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
2022 Q3	–	Sell	-4,940	Closed	-$242K	–	179
2022 Q2	$242K	Sell	4,940 -635	-11%	-$32.8K	0.09%	154
2022 Q1	$310K	Sell	5,575 -1,858	-25%	-$107K	0.13%	140
2021 Q4	$445K	Sell	7,433 -19,750	-73%	-$1.22M	0.18%	107
2021 Q3	$1.68M	Buy	27,183 +1,490	+6%	+$94.9K	0.72%	30
2021 Q2	$1.72M	Buy	25,693 +4,735	+23%	+$312K	0.94%	27
2021 Q1	$1.35M	Buy	20,958 +5,505	+36%	+$362K	0.78%	38
2020 Q4	$959K	Buy	15,453 +2,505	+19%	+$144K	0.61%	53
2020 Q3	$684K	Buy	12,948 +1,845	+17%	+$96.7K	0.44%	65
2020 Q2	$529K	Sell	11,103 -1,399	-11%	-$62.4K	0.44%	77
2020 Q1	$506K	Sell	12,502 -58,459	-82%	-$2.87M	0.5%	71
2019 Q4	$3.81M	Buy	70,961 +64,853	+1,062%	+$3.34M	2.64%	5
2019 Q3	$299K	Hold	6,108	–	–	0.25%	111
2019 Q2	$292K	Buy	+6,108	New	+$312K	0.26%	109

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 22.96% 1-Year Est. Return

Keudell/Morrison Wealth Management's IEMG Position: Q3 2022 in Review

Keudell/Morrison Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2022, closing a stake of 4,940 shares — an estimated $242K sold.

Keudell/Morrison Wealth Management first reported a position in IEMG in Q2 2019 and held it in 13 quarters. The position peaked at $3.81M in Q4 2019. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Keudell/Morrison Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 4,940 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $242K.
Keudell/Morrison Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2019 and held it in 13 quarters.
Keudell/Morrison Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $3.81M in Q4 2019.
1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.