New England Guild Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

New England Guild Wealth 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	$219K	Sell	4,700 -12,000	-72%	-$546K	0.12%	65
2022 Q3	$718K	Hold	16,700	–	–	0.43%	38
2022 Q2	$819K	Sell	16,700 -242	-1%	-$12.5K	0.51%	39
2022 Q1	$941K	Hold	16,942	–	–	0.5%	38
2021 Q4	$1.01M	Buy	16,942 +242	+1%	+$14.9K	0.51%	38
2021 Q3	$1.03M	Hold	16,700	–	–	0.55%	37
2021 Q2	$1.12M	Hold	16,700	–	–	0.61%	37
2021 Q1	$1.07M	Sell	16,700 -2,700	-14%	-$178K	0.6%	36
2020 Q4	$1.2M	Hold	19,400	–	–	0.71%	33
2020 Q3	$1.02M	Hold	19,400	–	–	0.72%	31
2020 Q2	$923K	Hold	19,400	–	–	0.68%	30
2020 Q1	$785K	Hold	19,400	–	–	0.7%	32
2019 Q4	$1.04M	Hold	19,400	–	–	0.75%	29
2019 Q3	$951K	Hold	19,400	–	–	0.68%	30
2019 Q2	$998K	Hold	19,400	–	–	0.74%	29
2019 Q1	$1M	Hold	19,400	–	–	0.76%	29
2018 Q4	$915K	Hold	19,400	–	–	0.77%	29
2018 Q3	$1M	Sell	19,400 -1,142	-6%	-$59.6K	0.91%	25
2018 Q2	$1.08M	Buy	20,542 +10	+0%	+$561	0.99%	24
2018 Q1	$1.2M	Hold	20,532	–	–	1.14%	23
2017 Q4	$1.17M	Buy	+20,532	New	+$1.15M	1.12%	23

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

New England Guild Wealth Advisors's IEMG Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 72% in Q4 2022, selling an estimated $546K and leaving 4,700 shares worth $219K. The position accounts for 0.12% of the portfolio, ranked #65.

New England Guild Wealth Advisors first reported a position in IEMG in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.2M in Q4 2020. 1,451 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

New England Guild Wealth Advisors held 4,700 shares of iShares Core MSCI Emerging Markets ETF worth $219K as of Q4 2022.
New England Guild Wealth Advisors sold 12,000 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $546K.
iShares Core MSCI Emerging Markets ETF made up 0.12% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #65 holding.
New England Guild Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.2M in Q4 2020.
1,451 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.