KWAG
IEMG icon

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

Kiely Wealth 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
2024
Q4 		$33.3K Hold
615
– – 0.02% 140
2024
Q3 		$33.5K Hold
615
– – 0.02% 140
2024
Q2 		$32.2K Buy
615
+519
+541% +$27.4K 0.02% 127
2024
Q1 		$5K Hold
96
– – ﹤0.01% 211
2023
Q4 		$4.71K Buy
+96
New +$4.65K ﹤0.01% 210

Other funds holding IEMG

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

Kiely Wealth Advisory Group's IEMG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q4 2024 at 615 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #140.

Kiely Wealth Advisory Group first reported a position in IEMG in Q4 2023 and has held it in 5 quarters since. The position peaked at $33.5K in Q3 2024. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Kiely Wealth Advisory Group held 615 shares of iShares Core MSCI Emerging Markets ETF worth $33.3K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q4 2024.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #140 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $33.5K in Q3 2024.
  • 1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.