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

Milestone Wealth’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 		$63K Hold
1,473
– – 0.07% 96
2022
Q2 		$72K Sell
1,473
-160
-10% -$8.27K 0.08% 92
2022
Q1 		$98K Hold
1,633
– – 0.08% 88
2021
Q4 		$98K Buy
+1,633
New +$101K 0.08% 88

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Wealth's IEMG Position: Q3 2022 in Review

Milestone Wealth held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2022 at 1,473 shares worth $63K. The position accounts for 0.07% of the portfolio, ranked #96.

Milestone Wealth first reported a position in IEMG in Q4 2021 and has held it in 4 quarters since. The position peaked at $98K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

  • Milestone Wealth held 1,473 shares of iShares Core MSCI Emerging Markets ETF worth $63K as of Q3 2022.
  • Milestone Wealth left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2022.
  • iShares Core MSCI Emerging Markets ETF made up 0.07% of Milestone Wealth's portfolio in Q3 2022, its #96 holding.
  • Milestone Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $98K in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.