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

Level 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
Q1 		– Sell
-188
Closed -$9.51K – 158
2023
Q4 		$9.51K Hold
188
– – ﹤0.01% 196
2023
Q3 		$8.95K Hold
188
– – 0.01% 199
2023
Q2 		$9.27K Hold
188
– – 0.01% 194
2023
Q1 		$9.17K Hold
188
– – 0.01% 170
2022
Q4 		$9K Sell
188
-443
-70% -$20.1K 0.01% 169
2022
Q3 		$27K Hold
631
– – 0.02% 122
2022
Q2 		$31K Buy
631
+188
+42% +$9.71K 0.02% 128
2022
Q1 		$25K Sell
443
-826
-65% -$47.7K 0.02% 117
2021
Q4 		$76K Buy
+1,269
New +$78.3K 0.06% 74

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 $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return