NCM
IEMG icon

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

Narwhal 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
Q4 		– Sell
-7,000
Closed -$402K – 165
2024
Q3 		$402K Sell
7,000
-744
-10% -$40.3K 0.04% 132
2024
Q2 		$415K Sell
7,744
-333
-4% -$17.6K 0.04% 134
2024
Q1 		$417K Buy
8,077
+2,000
+33% +$100K 0.04% 134
2023
Q4 		$307K Buy
+6,077
New +$294K 0.03% 146

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 22.9% 1-Year Est. Return

Narwhal Capital Management's IEMG Position: Q4 2024 in Review

Narwhal Capital Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 7,000 shares — an estimated $402K sold.

Narwhal Capital Management first reported a position in IEMG in Q4 2023 and held it in 4 quarters. The position peaked at $417K in Q1 2024. 1,842 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Narwhal Capital Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Narwhal Capital Management sold 7,000 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $402K.
  • Narwhal Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and held it in 4 quarters.
  • Narwhal Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $417K in Q1 2024.
  • 1,842 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Narwhal Capital Management's 13F filing for Q4 2024, filed 22 Jan 2025.