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KWMG LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

KWMG LLC’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
Q1 		– Sell
-4,897
Closed -$248K – 130
2023
Q4 		$248K Sell
4,897
-1,736
-26% -$84.1K 0.03% 134
2023
Q3 		$316K Buy
6,633
+654
+11% +$32.4K 0.04% 122
2023
Q2 		$295K Buy
5,979
+22
+0.4% +$1.07K 0.04% 127
2023
Q1 		$291K Sell
5,957
-1,980
-25% -$97.1K 0.04% 131
2022
Q4 		$371K Sell
7,937
-1,161
-13% -$52.8K 0.05% 121
2022
Q3 		$391K Sell
9,098
-788
-8% -$37.8K 0.06% 121
2022
Q2 		$485K Buy
9,886
+1,372
+16% +$70.9K 0.07% 116
2022
Q1 		$473K Sell
8,514
-246
-3% -$14.2K 0.06% 117
2021
Q4 		$524K Buy
8,760
+7
+0.1% +$432 0.07% 120
2021
Q3 		$541K Sell
8,753
-113
-1% -$7.19K 0.08% 116
2021
Q2 		$570K Sell
8,866
-46
-0.5% -$3.03K 0.09% 114
2021
Q1 		$574K Sell
8,912
-41
-0.5% -$2.7K 0.09% 114
2020
Q4 		$555K Sell
8,953
-261
-3% -$15K 0.1% 115
2020
Q3 		$486K Sell
9,214
-176
-2% -$9.23K 0.1% 110
2020
Q2 		$447K Sell
9,390
-288
-3% -$12.9K 0.1% 110
2020
Q1 		$392K Buy
9,678
+584
+6% +$28.7K 0.1% 108
2019
Q4 		$489K Buy
9,094
+3,299
+57% +$170K 0.11% 97
2019
Q3 		$284K Sell
5,795
-298
-5% -$14.8K 0.07% 102
2019
Q2 		$313K Sell
6,093
-84
-1% -$4.29K 0.08% 100
2019
Q1 		$319K Buy
6,177
+1,313
+27% +$66.5K 0.08% 98
2018
Q4 		$229K Buy
4,864
+3,654
+302% +$177K 0.06% 114
2018
Q3 		$63K Buy
1,210
+1,123
+1,291% +$58.6K 0.02% 149
2018
Q2 		$5K Buy
+87
New +$4.88K ﹤0.01% 352

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KWMG LLC's IEMG Position: Q1 2024 in Review

KWMG LLC sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 4,897 shares — an estimated $248K sold.

KWMG LLC first reported a position in IEMG in Q2 2018 and held it in 23 quarters. The position peaked at $574K in Q1 2021. 1,657 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

  • KWMG LLC reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • KWMG LLC sold 4,897 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $248K.
  • KWMG LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and held it in 23 quarters.
  • KWMG LLC's iShares Core MSCI Emerging Markets ETF position peaked at $574K in Q1 2021.
  • 1,657 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on KWMG LLC's 13F filing for Q1 2024, filed 15 Apr 2024.