Lumature Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$2.21M	Buy	44,765 +4,839	+12%	+$236K	1.31%	15
2023 Q1	$1.95M	Buy	39,926 +4,228	+12%	+$207K	1.09%	18
2022 Q4	$1.67M	Buy	35,698 +742	+2%	+$33.7K	0.93%	18
2022 Q3	$1.5M	Buy	34,956 +927	+3%	+$44.4K	0.8%	24
2022 Q2	$1.67M	Buy	34,029 +3,450	+11%	+$178K	0.74%	23
2022 Q1	$1.7M	Buy	30,579 +917	+3%	+$53K	0.68%	31
2021 Q4	$1.78M	Buy	29,662 +670	+2%	+$41.3K	0.69%	26
2021 Q3	$1.79M	Buy	28,992 +1,900	+7%	+$121K	0.73%	27
2021 Q2	$1.81M	Buy	27,092 +1,008	+4%	+$66.4K	0.75%	28
2021 Q1	$1.68M	Buy	26,084 +4,429	+20%	+$291K	0.88%	23
2020 Q4	$1.34M	Buy	+21,655	New	+$1.25M	1.27%	16

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lumature Wealth Partners's IEMG Position: Q2 2023 in Review

Lumature Wealth Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q2 2023, buying an estimated $236K and bringing the position to 44,765 shares worth $2.21M. The position accounts for 1.31% of the portfolio, ranked #15.

Lumature Wealth Partners first reported a position in IEMG in Q4 2020 and has held it in 11 quarters since. 1,557 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

Lumature Wealth Partners held 44,765 shares of iShares Core MSCI Emerging Markets ETF worth $2.21M as of Q2 2023.
Lumature Wealth Partners bought 4,839 iShares Core MSCI Emerging Markets ETF shares in Q2 2023, an estimated $236K.
iShares Core MSCI Emerging Markets ETF made up 1.31% of Lumature Wealth Partners's portfolio in Q2 2023, its #15 holding.
Lumature Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 11 quarters since.
1,557 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.