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

Meridian 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
2024 Q4	–	Sell	-3,688	Closed	-$212K	–	103
2024 Q3	$212K	Buy	+3,688	New	+$200K	0.05%	91
2023 Q3	–	Sell	-4,789	Closed	-$236K	–	97
2023 Q2	$236K	Sell	4,789 -303	-6%	-$14.8K	0.07%	86
2023 Q1	$248K	Buy	+5,092	New	+$250K	0.08%	84
2019 Q1	–	Sell	-4,965	Closed	-$234K	–	73
2018 Q4	$234K	Sell	4,965 -2,020	-29%	-$97.7K	0.12%	67
2018 Q3	$362K	Sell	6,985 -5,920	-46%	-$309K	0.16%	67
2018 Q2	$678K	Sell	12,905 -104,897	-89%	-$5.88M	0.31%	55
2018 Q1	$6.88M	Buy	117,802 +26,827	+29%	+$1.59M	3.17%	6
2017 Q4	$5.18M	Buy	+90,975	New	+$5.08M	2.42%	7

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meridian Management's IEMG Position: Q4 2024 in Review

Meridian Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 3,688 shares — an estimated $212K sold.

Meridian Management first reported a position in IEMG in Q4 2017 and held it in 8 quarters. The position peaked at $6.88M in Q1 2018. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

Meridian Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Meridian Management sold 3,688 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $212K.
Meridian Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 8 quarters.
Meridian Management's iShares Core MSCI Emerging Markets ETF position peaked at $6.88M in Q1 2018.
1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Meridian Management's 13F filing for Q4 2024, filed 12 Feb 2025.