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Lee, Danner & Bass’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,678
Closed -$87.6K – 455
2024
Q4 		$87.6K Buy
+1,678
New +$92.9K 0.01% 290

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lee, Danner & Bass's IEMG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 1,678 shares — an estimated $87.6K sold.

Lee, Danner & Bass first reported a position in IEMG in Q4 2024 and held it in 1 quarter. The position peaked at $87.6K in Q4 2024. 1,844 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,678 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $87.6K.
  • Lee, Danner & Bass first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Core MSCI Emerging Markets ETF position peaked at $87.6K in Q4 2024.
  • 1,844 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.