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New England Capital Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

New England Capital Financial 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
2023
Q3 		– Sell
-27
Closed -$1.32K – 401
2023
Q2 		$1.32K Sell
27
-23
-46% -$1.12K ﹤0.01% 330
2023
Q1 		$2.44K Hold
50
– – ﹤0.01% 333
2022
Q4 		$2.56K Buy
+50
New +$2.27K ﹤0.01% 332

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New England Capital Financial Advisors's IEMG Position: Q3 2023 in Review

New England Capital Financial Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 27 shares — an estimated $1.32K sold.

New England Capital Financial Advisors first reported a position in IEMG in Q4 2022 and held it in 3 quarters. The position peaked at $2.56K in Q4 2022. 1,549 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

  • New England Capital Financial Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 27 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $1.32K.
  • New England Capital Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 3 quarters.
  • New England Capital Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $2.56K in Q4 2022.
  • 1,549 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on New England Capital Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.