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

Madison 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
2023 Q3	$309K	Buy	6,486 +185	+3%	+$9.15K	0.06%	131
2023 Q2	$311K	Sell	6,301 -35	-0.6%	-$1.71K	0.06%	133
2023 Q1	$309K	Sell	6,336 -20	-0.3%	-$981	0.07%	133
2022 Q4	$297K	Buy	+6,356	New	+$289K	0.07%	133
2022 Q1	–	Sell	-3,667	Closed	-$219K	–	156
2021 Q4	$219K	Buy	+3,667	New	+$226K	0.04%	146

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

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

Madison Wealth Management's IEMG Position: Q3 2023 in Review

Madison Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.9% in Q3 2023, buying an estimated $9.15K and bringing the position to 6,486 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #131.

Madison Wealth Management first reported a position in IEMG in Q4 2021 and has held it in 5 quarters since. The position peaked at $311K in Q2 2023. 1,549 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Madison Wealth Management held 6,486 shares of iShares Core MSCI Emerging Markets ETF worth $309K as of Q3 2023.
Madison Wealth Management bought 185 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $9.15K.
iShares Core MSCI Emerging Markets ETF made up 0.06% of Madison Wealth Management's portfolio in Q3 2023, its #131 holding.
Madison Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 5 quarters since.
Madison Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $311K in Q2 2023.
1,549 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.