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MA Private Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

MA Private Wealth’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 		– Sell
-5,974
Closed -$320K – 74
2024
Q2 		$320K Sell
5,974
-158
-3% -$8.33K 0.06% 64
2024
Q1 		$316K Sell
6,132
-5,219
-46% -$261K 0.06% 58
2023
Q4 		$574K Sell
11,351
-8,782
-44% -$425K 0.12% 53
2023
Q3 		$958K Sell
20,133
-68,580
-77% -$3.39M 0.23% 43
2023
Q2 		$4.37M Sell
88,713
-396
-0.4% -$19.3K 1.01% 20
2023
Q1 		$4.35M Sell
89,109
-6,685
-7% -$328K 1.06% 19
2022
Q4 		$4.47M Sell
95,794
-875
-0.9% -$39.8K 1.08% 24
2022
Q3 		$4.05M Sell
96,669
-182
-0.2% -$8.72K 1.01% 26
2022
Q2 		$4.6M Sell
96,851
-29,086
-23% -$1.5M 1.12% 24
2022
Q1 		$7M Sell
125,937
-5,291
-4% -$306K 1.28% 21
2021
Q4 		$7.86M Sell
131,228
-32,719
-20% -$2.02M 1.41% 22
2021
Q3 		$10.1M Sell
163,947
-66,977
-29% -$4.26M 1.99% 15
2021
Q2 		$15.5M Buy
230,924
+715
+0.3% +$47.1K 3.08% 10
2021
Q1 		$14.8M Sell
230,209
-52,758
-19% -$3.47M 3.09% 9
2020
Q4 		$17.6M Buy
282,967
+25,277
+10% +$1.46M 4.01% 5
2020
Q3 		$13.6M Sell
257,690
-384
-0.1% -$20.1K 3.21% 8
2020
Q2 		$12.3M Sell
258,074
-21,184
-8% -$945K 3.07% 11
2020
Q1 		$11.3M Buy
+279,258
New +$13.7M 3.32% 9
2019
Q4 		– Sell
-201,182
Closed -$9.86M – 83
2019
Q3 		$9.86M Buy
201,182
+47,293
+31% +$2.35M 2.77% 13
2019
Q2 		$7.92M Buy
153,889
+38,941
+34% +$1.99M 2.31% 13
2019
Q1 		$5.94M Sell
114,948
-5,472
-5% -$277K 1.89% 14
2018
Q4 		$5.68M Buy
+120,420
New +$5.82M 2.15% 11

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

MA Private Wealth's IEMG Position: Q3 2024 in Review

MA Private Wealth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 5,974 shares — an estimated $320K sold.

MA Private Wealth first reported a position in IEMG in Q4 2018 and held it in 22 quarters. The position peaked at $17.6M in Q4 2020. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • MA Private Wealth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • MA Private Wealth sold 5,974 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $320K.
  • MA Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 22 quarters.
  • MA Private Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $17.6M in Q4 2020.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on MA Private Wealth's 13F filing for Q3 2024, filed 23 Oct 2024.