MWM
IEMG icon

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

Merriman Wealth 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 		$341K Buy
6,528
+1,767
+37% +$97.9K 0.01% 158
2024
Q3 		$273K Sell
4,761
-910
-16% -$49.3K 0.01% 182
2024
Q2 		$304K Buy
5,671
+915
+19% +$48.2K 0.01% 172
2024
Q1 		$245K Buy
+4,756
New +$238K 0.01% 178
2022
Q1 		– Sell
-5,489
Closed -$329K – 211
2021
Q4 		$329K Sell
5,489
-300
-5% -$18.5K 0.02% 167
2021
Q3 		$358K Sell
5,789
-37,370
-87% -$2.38M 0.03% 156
2021
Q2 		$2.89M Sell
43,159
-10,444
-19% -$688K 0.25% 59
2021
Q1 		$3.45M Buy
53,603
+634
+1% +$41.7K 0.39% 48
2020
Q4 		$3.29M Sell
52,969
-1,201
-2% -$69.2K 0.35% 55
2020
Q3 		$2.86M Sell
54,170
-452
-0.8% -$23.7K 0.43% 48
2020
Q2 		$2.6M Buy
+54,622
New +$2.44M 0.41% 48
2018
Q4 		– Sell
-5,380
Closed -$279K – 190
2018
Q3 		$279K Buy
+5,380
New +$281K 0.06% 146
2018
Q2 		– Sell
-4,205
Closed -$246K – 187
2018
Q1 		$246K Buy
+4,205
New +$249K 0.06% 164
2017
Q3 		– Sell
-6,595
Closed -$330K – 162
2017
Q2 		$330K Buy
+6,595
New +$325K 0.09% 93

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merriman Wealth Management's IEMG Position: Q4 2024 in Review

Merriman Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 37% in Q4 2024, buying an estimated $97.9K and bringing the position to 6,528 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #158.

Merriman Wealth Management first reported a position in IEMG in Q2 2017 and has held it in 14 quarters since. The position peaked at $3.45M in Q1 2021. 1,835 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Merriman Wealth Management held 6,528 shares of iShares Core MSCI Emerging Markets ETF worth $341K as of Q4 2024.
  • Merriman Wealth Management bought 1,767 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $97.9K.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #158 holding.
  • Merriman Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 14 quarters since.
  • Merriman Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $3.45M in Q1 2021.
  • 1,835 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

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