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

NewSquare Capital’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
2025 Q1	–	Sell	-544	Closed	-$28.4K	–	1199
2024 Q4	$28.4K	Buy	+544	New	+$30.1K	﹤0.01%	207
2024 Q2	–	Sell	-37	Closed	-$1.95K	–	399
2024 Q1	$1.91K	Buy	+37	New	+$1.85K	﹤0.01%	344
2023 Q4	–	Sell	-58	Closed	-$2.76K	–	560
2023 Q3	$2.76K	Sell	58 -104	-64%	-$5.15K	﹤0.01%	431
2023 Q2	$7.99K	Buy	+162	New	+$7.91K	﹤0.01%	363
2020 Q1	–	Sell	-102	Closed	-$5K	–	377
2019 Q4	$5K	Buy	+102	New	+$5.26K	﹤0.01%	256
2018 Q4	–	Sell	-73	Closed	-$4K	–	341
2018 Q3	$4K	Hold	73	–	–	﹤0.01%	279
2018 Q2	$4K	Hold	73	–	–	﹤0.01%	272
2018 Q1	$4K	Buy	73 +1	+1%	+$59	﹤0.01%	286
2017 Q4	$4K	Buy	+72	New	+$4.02K	﹤0.01%	289
2015 Q2	–	Sell	-32,261	Closed	-$1.63M	–	353
2015 Q1	$1.56M	Sell	32,261 -6,445	-17%	-$309K	0.48%	40
2014 Q4	$1.82M	Buy	38,706 +28,281	+271%	+$1.38M	0.61%	39
2014 Q3	$522K	Sell	10,425 -620	-6%	-$32.8K	0.19%	86
2014 Q2	$571K	Buy	11,045 +6,700	+154%	+$340K	0.2%	74
2014 Q1	$213K	Buy	4,345 +2,980	+218%	+$140K	0.09%	103
2013 Q4	$68K	Buy	+1,365	New	+$68.1K	0.03%	113

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

NewSquare Capital's IEMG Position: Q1 2025 in Review

NewSquare Capital sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 544 shares — an estimated $28.4K sold.

NewSquare Capital first reported a position in IEMG in Q4 2013 and held it in 15 quarters. The position peaked at $1.82M in Q4 2014. 1,845 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

NewSquare Capital reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
NewSquare Capital sold 544 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $28.4K.
NewSquare Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2013 and held it in 15 quarters.
NewSquare Capital's iShares Core MSCI Emerging Markets ETF position peaked at $1.82M in Q4 2014.
1,845 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.