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Lake Street Advisors Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lake Street Advisors 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
2024
Q4 		$14.1M Sell
269,253
-24,916
-8% -$1.38M 0.65% 27
2024
Q3 		$16.9M Sell
294,169
-5,478
-2% -$297K 0.78% 27
2024
Q2 		$16M Buy
299,647
+10,070
+3% +$531K 0.77% 28
2024
Q1 		$14.9M Sell
289,577
-6,051
-2% -$303K 0.7% 29
2023
Q4 		$15M Buy
295,628
+228
+0.1% +$11K 0.75% 28
2023
Q3 		$14.1M Sell
295,400
-2,768
-0.9% -$137K 0.84% 28
2023
Q2 		$14.7M Sell
298,168
-27,014
-8% -$1.32M 0.81% 28
2023
Q1 		$15.9M Buy
325,182
+1,796
+0.6% +$88.1K 0.98% 25
2022
Q4 		$15.1M Buy
323,386
+2,408
+0.8% +$110K 0.99% 25
2022
Q3 		$13.8M Buy
320,978
+6,799
+2% +$326K 1% 24
2022
Q2 		$15.4M Buy
314,179
+444
+0.1% +$22.9K 1.1% 22
2022
Q1 		$17.4M Sell
313,735
-2,823
-0.9% -$163K 1.11% 21
2021
Q4 		$18.9M Sell
316,558
-12,090
-4% -$746K 1.2% 21
2021
Q3 		$20.3M Sell
328,648
-3,195
-1% -$203K 2.17% 11
2021
Q2 		$21M Sell
331,843
-27,909
-8% -$1.84M 1.55% 15
2021
Q1 		$23.2M Sell
359,752
-10,858
-3% -$714K 1.88% 13
2020
Q4 		$23M Sell
370,610
-5,880
-2% -$339K 1.9% 14
2020
Q3 		$19.9M Sell
376,490
-7,633
-2% -$400K 1.88% 14
2020
Q2 		$18.3M Buy
384,123
+33,282
+9% +$1.49M 1.85% 14
2020
Q1 		$14.2M Buy
350,841
+72,648
+26% +$3.57M 1.76% 14
2019
Q4 		$15M Buy
278,193
+19,566
+8% +$1.01M 1.47% 17
2019
Q3 		$12.7M Buy
258,627
+85,626
+49% +$4.25M 1.37% 18
2019
Q2 		$8.9M Buy
173,001
+35,151
+25% +$1.8M 0.94% 21
2019
Q1 		$7.13M Buy
137,850
+1,879
+1% +$95.2K 0.75% 23
2018
Q4 		$6.41M Buy
135,971
+15,293
+13% +$739K 0.78% 22
2018
Q3 		$6.25M Buy
+120,678
New +$6.3M 0.69% 21

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Street Advisors Group's IEMG Position: Q4 2024 in Review

Lake Street Advisors Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8.5% in Q4 2024, selling an estimated $1.38M and leaving 269,253 shares worth $14.1M. The position accounts for 0.65% of the portfolio, ranked #27.

Lake Street Advisors Group first reported a position in IEMG in Q3 2018 and has held it in 26 quarters since. The position peaked at $23.2M in Q1 2021. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Lake Street Advisors Group held 269,253 shares of iShares Core MSCI Emerging Markets ETF worth $14.1M as of Q4 2024.
  • Lake Street Advisors Group sold 24,916 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $1.38M.
  • iShares Core MSCI Emerging Markets ETF made up 0.65% of Lake Street Advisors Group's portfolio in Q4 2024, its #27 holding.
  • Lake Street Advisors Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and has held it in 26 quarters since.
  • Lake Street Advisors Group's iShares Core MSCI Emerging Markets ETF position peaked at $23.2M in Q1 2021.
  • 1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.