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

Minot 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
2022
Q2 		– Sell
-4,437
Closed -$246K – 200
2022
Q1 		$246K Hold
4,437
– – 0.05% 175
2021
Q4 		$266K Buy
4,437
+166
+4% +$10.2K 0.05% 166
2021
Q3 		$264K Sell
4,271
-86
-2% -$5.47K 0.06% 170
2021
Q2 		$285K Buy
+4,357
New +$287K 0.06% 164

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Minot Wealth Management's IEMG Position: Q2 2022 in Review

Minot Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2022, closing a stake of 4,437 shares — an estimated $246K sold.

Minot Wealth Management first reported a position in IEMG in Q2 2021 and held it in 4 quarters. The position peaked at $285K in Q2 2021. 1,448 funds tracked by Wall St. Rank hold IEMG as of Q2 2022.

  • Minot Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 4,437 iShares Core MSCI Emerging Markets ETF shares in Q2 2022, an estimated $246K.
  • Minot Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and held it in 4 quarters.
  • Minot Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $285K in Q2 2021.
  • 1,448 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.