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Mitchell McLeod Pugh & Williams’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Mitchell McLeod Pugh & Williams’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
Q3 		– Sell
-5,126
Closed -$274K – 272
2024
Q2 		$274K Buy
+5,126
New +$270K 0.06% 219
2023
Q1 		– Sell
-4,696
Closed -$219K – 257
2022
Q4 		$219K Buy
+4,696
New +$214K 0.07% 223

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.81T AUM 41.13% 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

Mitchell McLeod Pugh & Williams's IEMG Position: Q3 2024 in Review

Mitchell McLeod Pugh & Williams sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 5,126 shares — an estimated $274K sold.

Mitchell McLeod Pugh & Williams first reported a position in IEMG in Q4 2022 and held it in 2 quarters. The position peaked at $274K in Q2 2024. 1,734 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • Mitchell McLeod Pugh & Williams reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 5,126 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $274K.
  • Mitchell McLeod Pugh & Williams first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 2 quarters.
  • Mitchell McLeod Pugh & Williams's iShares Core MSCI Emerging Markets ETF position peaked at $274K in Q2 2024.
  • 1,734 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q3 2024, filed 4 Nov 2024.