Parkside Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Parkside 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
2025 Q2	$11M	Buy	183,993 +5,280	+3%	+$295K	2.43%	12
2025 Q1	$9.65M	Buy	178,713 +2,899	+2%	+$156K	2.32%	12
2024 Q4	$9.18M	Buy	175,814 +6,517	+4%	+$361K	2.16%	13
2024 Q3	$9.72M	Buy	169,297 +4,932	+3%	+$267K	2.31%	13
2024 Q2	$8.8M	Buy	164,365 +7,301	+5%	+$385K	2.25%	13
2024 Q1	$8.1M	Buy	157,064 +5,261	+3%	+$263K	2.09%	14
2023 Q4	$7.68M	Buy	151,803 +9,915	+7%	+$480K	2.13%	14
2023 Q3	$6.75M	Buy	141,888 +6,007	+4%	+$297K	2.1%	15
2023 Q2	$6.7M	Buy	135,881 +126,580	+1,361%	+$6.18M	2.07%	15
2023 Q1	$454K	Buy	+9,301	New	+$456K	0.15%	43

Other funds holding IEMG

Bank of America

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers

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

TIAA Trust, National Association

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