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	–	156
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Level Financial Advisors's IEMG Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 188 shares — an estimated $9.51K sold.

Level Financial Advisors first reported a position in IEMG in Q4 2021 and held it in 9 quarters. The position peaked at $76K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

Level Financial Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 188 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $9.51K.
Level Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $76K in Q4 2021.
1,657 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.