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Maxwell Wealth Strategies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$831K Buy
15,923
+714
+5% +$39.5K 0.34% 67
2024
Q3 		$862K Sell
15,209
-4,567
-23% -$247K 0.37% 68
2024
Q2 		$1.06M Buy
19,776
+5,300
+37% +$279K 0.52% 61
2024
Q1 		$768K Sell
14,476
-22,331
-61% -$1.12M 0.39% 68
2023
Q4 		$1.86M Buy
+36,807
New +$1.78M 1.22% 32

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

Maxwell Wealth Strategies's IEMG Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.7% in Q4 2024, buying an estimated $39.5K and bringing the position to 15,923 shares worth $831K. The position accounts for 0.34% of the portfolio, ranked #67.

Maxwell Wealth Strategies first reported a position in IEMG in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.86M in Q4 2023. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Maxwell Wealth Strategies held 15,923 shares of iShares Core MSCI Emerging Markets ETF worth $831K as of Q4 2024.
  • Maxwell Wealth Strategies bought 714 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $39.5K.
  • iShares Core MSCI Emerging Markets ETF made up 0.34% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #67 holding.
  • Maxwell Wealth Strategies first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares Core MSCI Emerging Markets ETF position peaked at $1.86M in Q4 2023.
  • 1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.