LWS Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

LWS Wealth 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
2023 Q4	$14.1M	Buy	279,117 +29,998	+12%	+$1.45M	5.3%	6
2023 Q3	$11.9M	Buy	249,119 +4,285	+2%	+$212K	5.19%	7
2023 Q2	$12.1M	Buy	244,834 +2,119	+0.9%	+$103K	5.09%	6
2023 Q1	$11.8M	Buy	242,715 +2,508	+1%	+$123K	4.86%	5
2022 Q4	$11.2M	Buy	240,207 +19,215	+9%	+$874K	4.7%	6
2022 Q3	$9.5M	Buy	220,992 +31,500	+17%	+$1.51M	3.64%	9
2022 Q2	$9.3M	Sell	189,492 -12,097	-6%	-$625K	4.38%	7
2022 Q1	$11.2M	Buy	201,589 +17,836	+10%	+$1.03M	4.77%	6
2021 Q4	$11M	Buy	183,753 +3,911	+2%	+$241K	4.5%	7
2021 Q3	$11.1M	Buy	179,842 +8,597	+5%	+$547K	4.87%	7
2021 Q2	$11.5M	Buy	171,245 +22,989	+16%	+$1.51M	5.1%	6
2021 Q1	$9.54M	Buy	148,256 +11,817	+9%	+$777K	4.33%	7
2020 Q4	$8.46M	Buy	136,439 +10,344	+8%	+$596K	3.8%	9
2020 Q3	$6.66M	Sell	126,095 -10,220	-7%	-$536K	3.27%	12
2020 Q2	$6.49M	Buy	136,315 +13,444	+11%	+$600K	3.4%	10
2020 Q1	$4.97M	Sell	122,871 -35,508	-22%	-$1.74M	3.24%	11
2019 Q4	$8.52M	Buy	+158,379	New	+$8.16M	4.39%	11

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LWS Wealth Advisors's IEMG Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q4 2023, buying an estimated $1.45M and bringing the position to 279,117 shares worth $14.1M. The position accounts for 5.3% of the portfolio, ranked #6.

LWS Wealth Advisors first reported a position in IEMG in Q4 2019 and has held it in 17 quarters since. 1,684 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

LWS Wealth Advisors held 279,117 shares of iShares Core MSCI Emerging Markets ETF worth $14.1M as of Q4 2023.
LWS Wealth Advisors bought 29,998 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $1.45M.
iShares Core MSCI Emerging Markets ETF made up 5.3% of LWS Wealth Advisors's portfolio in Q4 2023, its #6 holding.
LWS Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 17 quarters since.
1,684 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.