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LWMG LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

LWMG LLC’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
Q3 		$6.61M Buy
115,072
+9,408
+9% +$509K 1.26% 16
2024
Q2 		$5.66M Buy
105,664
+11,431
+12% +$603K 1.19% 16
2024
Q1 		$4.86M Buy
94,233
+5,082
+6% +$255K 1.12% 17
2023
Q4 		$4.51M Buy
89,151
+10,340
+13% +$501K 1.11% 17
2023
Q3 		$3.75M Sell
78,811
-1,389
-2% -$68.7K 1.03% 18
2023
Q2 		$3.95M Buy
80,200
+3,736
+5% +$182K 1.11% 17
2023
Q1 		$3.73M Buy
76,464
+21,007
+38% +$1.03M 1.17% 18
2022
Q4 		$2.59M Buy
+55,457
New +$2.52M 0.93% 21

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LWMG LLC's IEMG Position: Q3 2024 in Review

LWMG LLC increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8.9% in Q3 2024, buying an estimated $509K and bringing the position to 115,072 shares worth $6.61M. The position accounts for 1.26% of the portfolio, ranked #16.

LWMG LLC first reported a position in IEMG in Q4 2022 and has held it in 8 quarters since. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • LWMG LLC held 115,072 shares of iShares Core MSCI Emerging Markets ETF worth $6.61M as of Q3 2024.
  • LWMG LLC bought 9,408 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $509K.
  • iShares Core MSCI Emerging Markets ETF made up 1.26% of LWMG LLC's portfolio in Q3 2024, its #16 holding.
  • LWMG LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.