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McClarren Financial Advisors’s
iShares Core MSCI Emerging Markets ETF
IEMG
Stock Holding History
McClarren Financial 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
2025
Q2
–
Sell
-459
Closed
-$46K
–
181
2025
Q1
$46K
Sell
459
-72
-14%
-$3.88K
0.03%
142
2024
Q4
$27K
Buy
531
+285
+116%
+$15.8K
0.08%
117
2024
Q3
$4
Sell
246
-21
-8%
-$1.14K
﹤0.01%
209
2024
Q2
$52K
Sell
267
-550
-67%
-$29K
0.04%
144
2024
Q1
$43K
Buy
817
+1
+0.1%
+$50
0.03%
152
2023
Q4
$41K
Buy
816
+17
+2%
+$823
0.03%
173
2023
Q3
$36K
Sell
799
-1
-0.1%
-$49
0.03%
170
2023
Q2
$39K
Sell
800
-240
-23%
-$11.7K
0.03%
168
2023
Q1
$48K
Buy
1,040
+248
+31%
+$12.2K
0.04%
146
2022
Q4
$37K
Buy
792
+11
+1%
+$500
0.04%
168
2022
Q3
$33K
Buy
+781
New
+$37.4K
0.03%
164
2022
Q2
–
Sell
-756
Closed
-$41K
–
131
2022
Q1
$41K
Sell
756
-2
-0.3%
-$116
0.03%
139
2021
Q4
$46K
Buy
758
+19
+3%
+$1.17K
0.03%
146
2021
Q3
$45K
Sell
739
-516
-41%
-$32.8K
0.04%
123
2021
Q2
$83K
Buy
1,255
+588
+88%
+$38.7K
0.07%
87
2021
Q1
$43K
Buy
667
+2
+0.3%
+$132
0.04%
116
2020
Q4
$40K
Buy
+665
New
+$38.3K
0.04%
109
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$1.37T AUM
24.88%
1-Year Est. Return
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25.57%
1-Year Est. Return
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$147B AUM
18.73%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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