KIG
IEMG icon

Kowal Investment Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kowal Investment 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
2023
Q2 		– Sell
-5,648
Closed -$276K – 163
2023
Q1 		$276K Buy
+5,648
New +$277K 0.08% 125
2022
Q2 		– Sell
-3,929
Closed -$218K – 143
2022
Q1 		$218K Buy
+3,929
New +$227K 0.07% 119
2021
Q4 		– Sell
-1,366
Closed -$84K – 501
2021
Q3 		$84K Buy
+1,366
New +$87K 0.03% 173

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kowal Investment Group's IEMG Position: Q2 2023 in Review

Kowal Investment Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2023, closing a stake of 5,648 shares — an estimated $276K sold.

Kowal Investment Group first reported a position in IEMG in Q3 2021 and held it in 3 quarters. The position peaked at $276K in Q1 2023. 1,559 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

  • Kowal Investment Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • Kowal Investment Group sold 5,648 iShares Core MSCI Emerging Markets ETF shares in Q2 2023, an estimated $276K.
  • Kowal Investment Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2021 and held it in 3 quarters.
  • Kowal Investment Group's iShares Core MSCI Emerging Markets ETF position peaked at $276K in Q1 2023.
  • 1,559 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on Kowal Investment Group's 13F filing for Q2 2023, filed 18 Jul 2023.