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Momentum Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Momentum Advisors’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
Q4 		$748K Buy
16,024
+1,528
+11% +$69.5K 0.76% 28
2022
Q3 		$623K Buy
14,496
+1,657
+13% +$79.4K 0.69% 30
2022
Q2 		$630K Buy
+12,839
New +$663K 0.71% 29

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Momentum Advisors's IEMG Position: Q4 2022 in Review

Momentum Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q4 2022, buying an estimated $69.5K and bringing the position to 16,024 shares worth $748K. The position accounts for 0.76% of the portfolio, ranked #28.

Momentum Advisors first reported a position in IEMG in Q2 2022 and has held it in 3 quarters since. 1,451 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

  • Momentum Advisors held 16,024 shares of iShares Core MSCI Emerging Markets ETF worth $748K as of Q4 2022.
  • Momentum Advisors bought 1,528 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $69.5K.
  • iShares Core MSCI Emerging Markets ETF made up 0.76% of Momentum Advisors's portfolio in Q4 2022, its #28 holding.
  • Momentum Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,451 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.