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McCutchen Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

McCutchen Group’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
2022
Q3 		$20.9M Sell
486,351
-2,840
-0.6% -$136K 4.5% 9
2022
Q2 		$24M Buy
489,191
+205,415
+72% +$10.6M 4.87% 9
2022
Q1 		$15.8M Sell
283,776
-8,757
-3% -$506K 2.74% 11
2021
Q4 		$17.5M Sell
292,533
-23,882
-8% -$1.47M 2.99% 11
2021
Q3 		$19.5M Buy
316,415
+17,031
+6% +$1.08M 3.57% 9
2021
Q2 		$20.1M Buy
299,384
+15,094
+5% +$995K 3.68% 9
2021
Q1 		$18.3M Buy
284,290
+12,006
+4% +$790K 3.67% 9
2020
Q4 		$16.9M Buy
272,284
+5,627
+2% +$324K 3.65% 9
2020
Q3 		$14.1M Buy
266,657
+1,036
+0.4% +$54.3K 3.47% 10
2020
Q2 		$12.6M Sell
265,621
-1,209
-0.5% -$54K 3.39% 11
2020
Q1 		$10.8M Buy
266,830
+1,309
+0.5% +$64.3K 3.38% 13
2019
Q4 		$14.3M Buy
265,521
+2,643
+1% +$136K 3.89% 9
2019
Q3 		$12.9M Buy
262,878
+5,093
+2% +$253K 3.8% 9
2019
Q2 		$13.3M Buy
257,785
+14,930
+6% +$763K 4.09% 9
2019
Q1 		$12.6M Buy
242,855
+11,515
+5% +$583K 4.18% 7
2018
Q4 		$10.9M Buy
231,340
+85,310
+58% +$4.12M 4.08% 9
2018
Q3 		$7.56M Sell
146,030
-386
-0.3% -$20.1K 2.46% 11
2018
Q2 		$7.69M Buy
146,416
+3,125
+2% +$175K 2.63% 11
2018
Q1 		$8.37M Sell
143,291
-4,180
-3% -$247K 2.9% 10
2017
Q4 		$8.39M Buy
147,471
+7,140
+5% +$399K 2.93% 10
2017
Q3 		$7.58M Buy
140,331
+2,235
+2% +$119K 2.67% 11
2017
Q2 		$6.91M Buy
+138,096
New +$6.81M 2.6% 11

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCutchen Group's IEMG Position: Q3 2022 in Review

McCutchen Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.58% in Q3 2022, selling an estimated $136K and leaving 486,351 shares worth $20.9M. The position accounts for 4.5% of the portfolio, ranked #9.

McCutchen Group first reported a position in IEMG in Q2 2017 and has held it in 22 quarters since. The position peaked at $24M in Q2 2022. 1,370 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

  • McCutchen Group held 486,351 shares of iShares Core MSCI Emerging Markets ETF worth $20.9M as of Q3 2022.
  • McCutchen Group sold 2,840 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $136K.
  • iShares Core MSCI Emerging Markets ETF made up 4.5% of McCutchen Group's portfolio in Q3 2022, its #9 holding.
  • McCutchen Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 22 quarters since.
  • McCutchen Group's iShares Core MSCI Emerging Markets ETF position peaked at $24M in Q2 2022.
  • 1,370 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on McCutchen Group's 13F filing for Q3 2022, filed 2 Nov 2022.