Kore Private Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kore Private Wealth’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	-4,084	Closed	-$200K	–	287
2022 Q2	$200K	Buy	+4,084	New	+$211K	0.03%	274
2022 Q1	–	Sell	-7,026	Closed	-$421K	–	328
2021 Q4	$421K	Buy	+7,026	New	+$434K	0.05%	196
2020 Q3	–	Sell	-932	Closed	-$44K	–	642
2020 Q2	$44K	Buy	932 +760	+442%	+$33.9K	0.01%	483
2020 Q1	$7K	Hold	172	–	–	﹤0.01%	743
2019 Q4	$9K	Buy	+172	New	+$8.86K	﹤0.01%	763
2019 Q2	–	Sell	-769	Closed	-$40K	–	494
2019 Q1	$40K	Sell	769 -17	-2%	-$861	0.01%	420
2018 Q4	$37K	Buy	+786	New	+$38K	0.01%	414

Other funds holding IEMG

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Kore Private Wealth's IEMG Position: Q3 2022 in Review

Kore Private Wealth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2022, closing a stake of 4,084 shares — an estimated $200K sold.

Kore Private Wealth first reported a position in IEMG in Q4 2018 and held it in 7 quarters. The position peaked at $421K in Q4 2021. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Kore Private Wealth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 4,084 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $200K.
Kore Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 7 quarters.
Kore Private Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $421K in Q4 2021.
1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.