Loveless Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Loveless Wealth Management’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 Q2	$465K	Sell	9,481 -1,090	-10%	-$56.3K	0.3%	90
2022 Q1	$587K	Hold	10,571	–	–	0.33%	87
2021 Q4	$633K	Sell	10,571 -800	-7%	-$49.4K	0.35%	85
2021 Q3	$702K	Sell	11,371 -200	-2%	-$12.7K	0.43%	74
2021 Q2	$775K	Buy	11,571 +30	+0.3%	+$1.98K	0.47%	67
2021 Q1	$743K	Sell	11,541 -263	-2%	-$17.3K	0.49%	64
2020 Q4	$732K	Sell	11,804 -200	-2%	-$11.5K	0.54%	64
2020 Q3	$634K	Sell	12,004 -935	-7%	-$49K	0.53%	62
2020 Q2	$616K	Sell	12,939 -300	-2%	-$13.4K	0.57%	58
2020 Q1	$536K	Hold	13,239	–	–	0.63%	54
2019 Q4	$714K	Buy	+13,239	New	+$682K	0.62%	56

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Loveless Wealth Management's IEMG Position: Q2 2022 in Review

Loveless Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 10% in Q2 2022, selling an estimated $56.3K and leaving 9,481 shares worth $465K. The position accounts for 0.3% of the portfolio, ranked #90.

Loveless Wealth Management first reported a position in IEMG in Q4 2019 and has held it in 11 quarters since. The position peaked at $775K in Q2 2021. 1,447 funds tracked by Wall St. Rank hold IEMG as of Q2 2022.

Loveless Wealth Management held 9,481 shares of iShares Core MSCI Emerging Markets ETF worth $465K as of Q2 2022.
Loveless Wealth Management sold 1,090 iShares Core MSCI Emerging Markets ETF shares in Q2 2022, an estimated $56.3K.
iShares Core MSCI Emerging Markets ETF made up 0.3% of Loveless Wealth Management's portfolio in Q2 2022, its #90 holding.
Loveless Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $775K in Q2 2021.
1,447 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.