Lake Point Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lake Point Wealth Management’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 Q2	$140K	Buy	2,854 +256	+10%	+$13.2K	0.08%	39
2022 Q1	$144K	Sell	2,598 -46,584	-95%	-$2.69M	0.07%	33
2021 Q4	$2.94M	Sell	49,182 -172,496	-78%	-$10.6M	1.29%	11
2021 Q3	$13.7M	Buy	221,678 +10,602	+5%	+$675K	6.31%	5
2021 Q2	$14.1M	Buy	+211,076	New	+$13.9M	6.59%	5
2020 Q1	$3.57M	Sell	88,236 -560	-0.6%	-$27.5K	3.14%	9
2019 Q4	$4.77M	Buy	+88,796	New	+$4.58M	1.59%	19
2019 Q2	$4.56M	Hold	88,611	–	–	1.58%	19
2019 Q1	$4.56M	Buy	88,611 +32,652	+58%	+$1.65M	1.58%	19
2018 Q4	$2.64M	Buy	+55,959	New	+$2.71M	0.99%	27

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Lake Point Wealth Management's IEMG Position: Q2 2022 in Review

Lake Point Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.9% in Q2 2022, buying an estimated $13.2K and bringing the position to 2,854 shares worth $140K. The position accounts for 0.08% of the portfolio, ranked #39.

Lake Point Wealth Management first reported a position in IEMG in Q4 2018 and has held it in 10 quarters since. The position peaked at $14.1M in Q2 2021. 1,447 funds tracked by Wall St. Rank hold IEMG as of Q2 2022.

Lake Point Wealth Management held 2,854 shares of iShares Core MSCI Emerging Markets ETF worth $140K as of Q2 2022.
Lake Point Wealth Management bought 256 iShares Core MSCI Emerging Markets ETF shares in Q2 2022, an estimated $13.2K.
iShares Core MSCI Emerging Markets ETF made up 0.08% of Lake Point Wealth Management's portfolio in Q2 2022, its #39 holding.
Lake Point Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $14.1M in Q2 2021.
1,447 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.