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Legacy Financial Strategies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Legacy Financial Strategies’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
Q3 		– Sell
-4,080
Closed -$201K – 77
2023
Q2 		$201K Buy
+4,080
New +$199K 0.07% 76
2022
Q3 		– Sell
-4,081
Closed -$200K – 64
2022
Q2 		$200K Hold
4,081
– – 0.1% 62
2022
Q1 		$227K Hold
4,081
– – 0.1% 62
2021
Q4 		$244K Sell
4,081
-2,127
-34% -$131K 0.11% 60
2021
Q3 		$383K Sell
6,208
-26
-0.4% -$1.66K 0.18% 49
2021
Q2 		$418K Sell
6,234
-187
-3% -$12.3K 0.2% 49
2021
Q1 		$413K Sell
6,421
-1,852
-22% -$122K 0.22% 49
2020
Q4 		$513K Sell
8,273
-490
-6% -$28.2K 0.26% 47
2020
Q3 		$463K Sell
8,763
-248
-3% -$13K 0.27% 48
2020
Q2 		$429K Buy
9,011
+1,942
+27% +$86.7K 0.33% 44
2020
Q1 		$286K Sell
7,069
-8,065
-53% -$396K 0.27% 48
2019
Q4 		$814K Buy
15,134
+41
+0.3% +$2.11K 0.66% 31
2019
Q3 		$779K Sell
15,093
-1,197
-7% -$59.4K 0.69% 26
2019
Q2 		$838K Sell
16,290
-368
-2% -$18.8K 0.78% 17
2019
Q1 		$861K Sell
16,658
-25,060
-60% -$1.27M 0.74% 13
2018
Q4 		$1.97M Sell
41,718
-2,514
-6% -$122K 1.95% 10
2018
Q3 		$2.12M Buy
44,232
+495
+1% +$25.8K 2.16% 9
2018
Q2 		$2.3M Sell
43,737
-3,615
-8% -$203K 2.06% 8
2018
Q1 		$2.77M Buy
47,352
+27
+0.1% +$1.6K 2.7% 9
2017
Q4 		$2.69M Buy
+47,325
New +$2.64M 2.86% 9

Other funds holding IEMG

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

Legacy Financial Strategies's IEMG Position: Q3 2023 in Review

Legacy Financial Strategies sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 4,080 shares — an estimated $201K sold.

Legacy Financial Strategies first reported a position in IEMG in Q4 2017 and held it in 20 quarters. The position peaked at $2.77M in Q1 2018. 1,548 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

  • Legacy Financial Strategies reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Financial Strategies sold 4,080 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $201K.
  • Legacy Financial Strategies first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 20 quarters.
  • Legacy Financial Strategies's iShares Core MSCI Emerging Markets ETF position peaked at $2.77M in Q1 2018.
  • 1,548 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Legacy Financial Strategies's 13F filing for Q3 2023, filed 13 Nov 2023.