Peak Financial Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Peak Financial Management’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	-11,701	Closed	-$577K	–	74
2023 Q2	$577K	Sell	11,701 -1,313	-10%	-$64.1K	0.21%	49
2023 Q1	$635K	Buy	13,014 +510	+4%	+$25K	0.24%	41
2022 Q4	$584K	Buy	12,504 +514	+4%	+$23.4K	0.23%	41
2022 Q3	$515K	Sell	11,990 -235	-2%	-$11.3K	0.21%	44
2022 Q2	$600K	Buy	12,225 +2,337	+24%	+$121K	0.23%	41
2022 Q1	$549K	Buy	9,888 +886	+10%	+$51.2K	0.18%	46
2021 Q4	$539K	Buy	9,002 +167	+2%	+$10.3K	0.17%	44
2021 Q3	$546K	Buy	8,835 +940	+12%	+$59.8K	0.19%	44
2021 Q2	$529K	Buy	7,895 +97	+1%	+$6.39K	0.18%	43
2021 Q1	$502K	Sell	7,798 -74	-0.9%	-$4.87K	0.18%	43
2020 Q4	$488K	Buy	7,872 +567	+8%	+$32.7K	0.18%	41
2020 Q3	$386K	Buy	7,305 +225	+3%	+$11.8K	0.17%	41
2020 Q2	$337K	Sell	7,080 -159	-2%	-$7.1K	0.16%	45
2020 Q1	$293K	Sell	7,239 -448	-6%	-$22K	0.15%	44
2019 Q4	$413K	Buy	7,687 +49	+0.6%	+$2.52K	0.18%	45
2019 Q3	$374K	Buy	7,638 +593	+8%	+$29.4K	0.17%	44
2019 Q2	$362K	Sell	7,045 -377	-5%	-$19.3K	0.16%	46
2019 Q1	$384K	Buy	7,422 +3,010	+68%	+$152K	0.18%	45
2018 Q4	$208K	Buy	4,412 +205	+5%	+$9.91K	0.1%	52
2018 Q3	$218K	Buy	+4,207	New	+$220K	0.1%	50

Other funds holding IEMG

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

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

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

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

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

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

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

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

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

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

Peak Financial Management's IEMG Position: Q3 2023 in Review

Peak Financial Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 11,701 shares — an estimated $577K sold.

Peak Financial Management first reported a position in IEMG in Q3 2018 and held it in 20 quarters. The position peaked at $635K in Q1 2023. 1,548 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Peak Financial Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Peak Financial Management sold 11,701 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $577K.
Peak Financial Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and held it in 20 quarters.
Peak Financial Management's iShares Core MSCI Emerging Markets ETF position peaked at $635K in Q1 2023.
1,548 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Peak Financial Management's 13F filing for Q3 2023, filed 25 Oct 2023.