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

Mendota Financial 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
2024 Q4	–	Sell	-574	Closed	-$33K	–	758
2024 Q3	$33K	Hold	574	–	–	0.02%	197
2024 Q2	$30.7K	Sell	574 -1,994	-78%	-$105K	0.02%	196
2024 Q1	$133K	Hold	2,568	–	–	0.08%	103
2023 Q4	$130K	Buy	2,568 +668	+35%	+$32.4K	0.1%	120
2023 Q3	$90.4K	Hold	1,900	–	–	0.09%	102
2023 Q2	$93.7K	Hold	1,900	–	–	0.11%	100
2023 Q1	$106K	Hold	1,900	–	–	0.11%	91
2022 Q4	$88.7K	Buy	+1,900	New	+$86.4K	0.11%	102

Other funds holding IEMG

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mendota Financial Group's IEMG Position: Q4 2024 in Review

Mendota Financial Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 574 shares — an estimated $33K sold.

Mendota Financial Group first reported a position in IEMG in Q4 2022 and held it in 8 quarters. The position peaked at $133K in Q1 2024. 1,842 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

Mendota Financial Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 574 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $33K.
Mendota Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 8 quarters.
Mendota Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $133K in Q1 2024.
1,842 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.