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Leonard Rickey Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Leonard Rickey Investment 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
2022
Q4 		– Sell
-7,223
Closed -$310K – 68
2022
Q3 		$310K Sell
7,223
-3,457
-32% -$166K 0.15% 47
2022
Q2 		$524K Sell
10,680
-533
-5% -$27.5K 0.23% 37
2022
Q1 		$623K Sell
11,213
-1,220
-10% -$70.5K 0.24% 40
2021
Q4 		$744K Sell
12,433
-1,009
-8% -$62.3K 0.27% 37
2021
Q3 		$830K Sell
13,442
-458
-3% -$29.2K 0.35% 34
2021
Q2 		$905K Buy
13,900
+1,701
+14% +$112K 0.39% 31
2021
Q1 		$785K Buy
12,199
+198
+2% +$13K 0.31% 34
2020
Q4 		$745K Buy
12,001
+2,350
+24% +$135K 0.34% 32
2020
Q3 		$510K Buy
9,651
+1,538
+19% +$80.6K 0.32% 35
2020
Q2 		$386K Buy
8,113
+108
+1% +$4.82K 0.25% 35
2020
Q1 		$324K Buy
8,005
+3,039
+61% +$149K 0.25% 38
2019
Q4 		$267K Sell
4,966
-1,788
-26% -$92.1K 0.16% 62
2019
Q3 		$331K Sell
6,754
-630
-9% -$31.2K 0.22% 50
2019
Q2 		$380K Buy
7,384
+119
+2% +$6.08K 0.26% 41
2019
Q1 		$376K Buy
7,265
+84
+1% +$4.25K 0.27% 42
2018
Q4 		$339K Sell
7,181
-6,710
-48% -$324K 0.28% 37
2018
Q3 		$719K Buy
13,891
+4,431
+47% +$231K 0.52% 27
2018
Q2 		$497K Sell
9,460
-305
-3% -$17.1K 0.38% 30
2018
Q1 		$570K Sell
9,765
-63
-0.6% -$3.73K 0.45% 29
2017
Q4 		$559K Buy
+9,828
New +$549K 0.43% 28

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Leonard Rickey Investment Advisors's IEMG Position: Q4 2022 in Review

Leonard Rickey Investment Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2022, closing a stake of 7,223 shares — an estimated $310K sold.

Leonard Rickey Investment Advisors first reported a position in IEMG in Q4 2017 and held it in 20 quarters. The position peaked at $905K in Q2 2021. 1,451 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

  • Leonard Rickey Investment Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 7,223 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $310K.
  • Leonard Rickey Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 20 quarters.
  • Leonard Rickey Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $905K in Q2 2021.
  • 1,451 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Leonard Rickey Investment Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.