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Market Street Wealth Management Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Market Street Wealth Management 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
2024
Q1 		– Sell
-5,022
Closed -$254K – 96
2023
Q4 		$254K Sell
5,022
-821
-14% -$39.8K 0.05% 92
2023
Q3 		$278K Sell
5,843
-11,845
-67% -$586K 0.07% 88
2023
Q2 		$872K Buy
17,688
+198
+1% +$9.67K 0.22% 57
2023
Q1 		$853K Buy
17,490
+10,912
+166% +$535K 0.22% 57
2022
Q4 		$307K Sell
6,578
-5,382
-45% -$245K 0.09% 84
2022
Q3 		$514K Sell
11,960
-14,031
-54% -$673K 0.16% 70
2022
Q2 		$1.27M Buy
25,991
+4,187
+19% +$216K 0.39% 51
2022
Q1 		$1.21M Sell
21,804
-15,815
-42% -$914K 0.43% 47
2021
Q4 		$2.25M Sell
37,619
-13,852
-27% -$855K 0.73% 26
2021
Q3 		$3.18M Sell
51,471
-7,878
-13% -$502K 1.26% 22
2021
Q2 		$3.98M Sell
59,349
-34,464
-37% -$2.27M 1.75% 14
2021
Q1 		$6.04M Sell
93,813
-20,110
-18% -$1.32M 3.57% 9
2020
Q4 		$7.07M Buy
113,923
+22,210
+24% +$1.28M 5.52% 4
2020
Q3 		$4.84M Buy
91,713
+36,719
+67% +$1.93M 4.33% 6
2020
Q2 		$2.62M Buy
+54,994
New +$2.45M 2.39% 15

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Market Street Wealth Management Advisors's IEMG Position: Q1 2024 in Review

Market Street Wealth Management Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 5,022 shares — an estimated $254K sold.

Market Street Wealth Management Advisors first reported a position in IEMG in Q2 2020 and held it in 15 quarters. The position peaked at $7.07M in Q4 2020. 1,652 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

  • Market Street Wealth Management Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 5,022 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $254K.
  • Market Street Wealth Management Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and held it in 15 quarters.
  • Market Street Wealth Management Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $7.07M in Q4 2020.
  • 1,652 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Market Street Wealth Management Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.