Legacy Wealth Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Legacy Wealth Planning’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 Q3	$439K	Sell	10,209 -637	-6%	-$30.5K	0.73%	33
2022 Q2	$532K	Buy	10,846 +267	+3%	+$13.8K	0.76%	32
2022 Q1	$588K	Buy	10,579 +425	+4%	+$24.6K	0.69%	34
2021 Q4	$608K	Sell	10,154 -8,587	-46%	-$530K	0.69%	34
2021 Q3	$1.16M	Sell	18,741 -194	-1%	-$12.3K	1.3%	17
2021 Q2	$1.27M	Buy	18,935 +1,011	+6%	+$66.6K	1.44%	18
2021 Q1	$1.15M	Buy	17,924 +9,338	+109%	+$614K	1.47%	17
2020 Q4	$533K	Buy	8,586 +232	+3%	+$13.4K	0.68%	32
2020 Q3	$441K	Sell	8,354 -233	-3%	-$12.2K	0.5%	38
2020 Q2	$409K	Sell	8,587 -78	-0.9%	-$3.48K	0.49%	38
2020 Q1	$351K	Sell	8,665 -1,556	-15%	-$76.4K	0.56%	37
2019 Q4	$549K	Buy	+10,221	New	+$527K	0.62%	35

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Legacy Wealth Planning's IEMG Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.9% in Q3 2022, selling an estimated $30.5K and leaving 10,209 shares worth $439K. The position accounts for 0.73% of the portfolio, ranked #33.

Legacy Wealth Planning first reported a position in IEMG in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.27M in Q2 2021. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Legacy Wealth Planning held 10,209 shares of iShares Core MSCI Emerging Markets ETF worth $439K as of Q3 2022.
Legacy Wealth Planning sold 637 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $30.5K.
iShares Core MSCI Emerging Markets ETF made up 0.73% of Legacy Wealth Planning's portfolio in Q3 2022, its #33 holding.
Legacy Wealth Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares Core MSCI Emerging Markets ETF position peaked at $1.27M in Q2 2021.
1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.