McCarthy Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

McCarthy Asset 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
2021 Q4	–	Sell	-261	Closed	-$16K	–	340
2021 Q3	$16K	Hold	261	–	–	0.01%	149
2021 Q2	$17K	Hold	261	–	–	0.01%	171
2021 Q1	$17K	Hold	261	–	–	0.01%	159
2020 Q4	$16K	Buy	+261	New	+$15K	0.01%	152

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

McCarthy Asset Management's IEMG Position: Q4 2021 in Review

McCarthy Asset Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2021, closing a stake of 261 shares — an estimated $16K sold.

McCarthy Asset Management first reported a position in IEMG in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q2 2021. 1,497 funds tracked by Wall St. Rank hold IEMG as of Q4 2021.

McCarthy Asset Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
McCarthy Asset Management sold 261 iShares Core MSCI Emerging Markets ETF shares in Q4 2021, an estimated $16K.
McCarthy Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 4 quarters.
McCarthy Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $17K in Q2 2021.
1,497 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2021.

Based on McCarthy Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.