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One Wealth Management Investment & Advisory Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-34,763
Closed -$1.86M – 83
2024
Q2 		$1.86M Buy
34,763
+19,478
+127% +$1.03M 0.74% 25
2024
Q1 		$789K Sell
15,285
-12,448
-45% -$623K 0.32% 49
2023
Q4 		$1.4M Buy
+27,733
New +$1.34M 0.63% 32

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.56T AUM 27.86% 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 22.96% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's IEMG Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 34,763 shares — an estimated $1.86M sold.

One Wealth Management Investment & Advisory Services first reported a position in IEMG in Q4 2023 and held it in 3 quarters. The position peaked at $1.86M in Q2 2024. 1,731 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 34,763 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $1.86M.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's iShares Core MSCI Emerging Markets ETF position peaked at $1.86M in Q2 2024.
  • 1,731 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.