Monument Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Monument Capital 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 Q2	–	Sell	-25,301	Closed	-$1.31M	–	187
2024 Q1	$1.31M	Sell	25,301 -17,443	-41%	-$874K	0.38%	72
2023 Q4	$2.16M	Buy	+42,744	New	+$2.07M	0.7%	50
2022 Q4	–	Sell	-38,768	Closed	-$1.67M	–	162
2022 Q3	$1.67M	Buy	+38,768	New	+$1.86M	0.62%	51
2020 Q2	–	Sell	-50,293	Closed	-$2.04M	–	82
2020 Q1	$2.04M	Buy	50,293 +1,654	+3%	+$81.2K	1.46%	31
2019 Q4	$2.62M	Buy	48,639 +1,170	+2%	+$60.3K	1.33%	26
2019 Q3	$2.33M	Sell	47,469 -7,911	-14%	-$392K	1.26%	35
2019 Q2	$2.89M	Buy	55,380 +753	+1%	+$38.5K	1.56%	11
2019 Q1	$2.83M	Buy	54,627 +499	+0.9%	+$25.3K	1.61%	12
2018 Q4	$2.55M	Sell	54,128 -262	-0.5%	-$12.7K	1.59%	11
2018 Q3	$2.82M	Buy	54,390 +7,058	+15%	+$368K	1.58%	8
2018 Q2	$2.48M	Sell	47,332 -14,924	-24%	-$837K	1.72%	8
2018 Q1	$3.57M	Buy	62,256 +1,461	+2%	+$86.4K	2.44%	8
2017 Q4	$3.46M	Buy	+60,795	New	+$3.39M	2.44%	7

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Monument Capital Management's IEMG Position: Q2 2024 in Review

Monument Capital Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2024, closing a stake of 25,301 shares — an estimated $1.31M sold.

Monument Capital Management first reported a position in IEMG in Q4 2017 and held it in 13 quarters. The position peaked at $3.57M in Q1 2018. 1,704 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

Monument Capital Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Monument Capital Management sold 25,301 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $1.31M.
Monument Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 13 quarters.
Monument Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $3.57M in Q1 2018.
1,704 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Monument Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.