Knollwood Investment Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Knollwood Investment 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	–	Sell	-413,850	Closed	-$20.4M	–	114
2023 Q2	$20.4M	Hold	413,850	–	–	6.88%	1
2023 Q1	$20.2M	Hold	413,850	–	–	3.91%	3
2022 Q4	$19.3M	Buy	+413,850	New	+$18.8M	7.57%	1

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 $424B AUM 22.96% 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

Knollwood Investment Advisory's IEMG Position: Q3 2023 in Review

Knollwood Investment Advisory sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 413,850 shares — an estimated $20.4M sold.

Knollwood Investment Advisory first reported a position in IEMG in Q4 2022 and held it in 3 quarters. The position peaked at $20.4M in Q2 2023. 1,549 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Knollwood Investment Advisory reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Knollwood Investment Advisory sold 413,850 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $20.4M.
Knollwood Investment Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 3 quarters.
Knollwood Investment Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $20.4M in Q2 2023.
1,549 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Knollwood Investment Advisory's 13F filing for Q3 2023, filed 14 Nov 2023.