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Legend Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Legend Financial Advisors’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
Q3 		– Sell
-312
Closed -$16.7K – 215
2024
Q2 		$16.7K Hold
312
– – 0.01% 115
2024
Q1 		$16.1K Hold
312
– – 0.01% 106
2023
Q4 		$15.8K Hold
312
– – 0.01% 101
2023
Q3 		$14.8K Hold
312
– – 0.01% 107
2023
Q2 		$15.4K Hold
312
– – 0.01% 120
2023
Q1 		$15.2K Hold
312
– – 0.01% 120
2022
Q4 		$14.6K Hold
312
– – 0.01% 137
2022
Q3 		$13.4K Buy
+312
New +$15K 0.01% 125

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legend Financial Advisors's IEMG Position: Q3 2024 in Review

Legend Financial Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 312 shares — an estimated $16.7K sold.

Legend Financial Advisors first reported a position in IEMG in Q3 2022 and held it in 8 quarters. The position peaked at $16.7K in Q2 2024. 1,734 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • Legend Financial Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 312 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $16.7K.
  • Legend Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $16.7K in Q2 2024.
  • 1,734 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.