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Peninsula Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Peninsula Wealth’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
Q4 		$6.32M Buy
121,012
+51,271
+74% +$2.84M 1.08% 20
2024
Q3 		$3.97M Sell
69,741
-2,539
-4% -$137K 0.69% 22
2024
Q2 		$4.03M Sell
72,280
-23,518
-25% -$1.24M 0.75% 22
2024
Q1 		$4.94M Sell
95,798
-40,311
-30% -$2.02M 0.99% 18
2023
Q4 		$6.88M Sell
136,109
-3,436
-2% -$166K 1.42% 14
2023
Q3 		$6.42M Buy
139,545
+1,537
+1% +$76.1K 1.5% 14
2023
Q2 		$6.8M Buy
138,008
+411
+0.3% +$20.1K 1.78% 12
2023
Q1 		$6.71M Sell
137,597
-1,127
-0.8% -$55.3K 1.94% 10
2022
Q4 		$6.48M Buy
138,724
+1,552
+1% +$70.6K 2.04% 10
2022
Q3 		$5.9M Buy
137,172
+14,696
+12% +$704K 2.08% 11
2022
Q2 		$6.01M Buy
122,476
+4,483
+4% +$232K 2.03% 10
2022
Q1 		$6.55M Sell
117,993
-103
-0.1% -$5.95K 1.87% 12
2021
Q4 		$7.07M Buy
118,096
+12,964
+12% +$800K 1.9% 12
2021
Q3 		$6.49M Buy
105,132
+780
+0.7% +$49.7K 2.06% 12
2021
Q2 		$6.99M Sell
104,352
-11,859
-10% -$781K 2.29% 12
2021
Q1 		$7.48M Buy
116,211
+575
+0.5% +$37.8K 2.68% 10
2020
Q4 		$7.17M Buy
115,636
+15,382
+15% +$887K 2.69% 11
2020
Q3 		$5.29M Sell
100,254
-543
-0.5% -$28.5K 2.27% 11
2020
Q2 		$4.8M Buy
100,797
+58,870
+140% +$2.63M 2.24% 10
2020
Q1 		$1.7M Buy
+41,927
New +$2.06M 0.95% 16

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 $45.6B AUM 18.83% 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 $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peninsula Wealth's IEMG Position: Q4 2024 in Review

Peninsula Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 74% in Q4 2024, buying an estimated $2.84M and bringing the position to 121,012 shares worth $6.32M. The position accounts for 1.08% of the portfolio, ranked #20.

Peninsula Wealth first reported a position in IEMG in Q1 2020 and has held it in 20 quarters since. The position peaked at $7.48M in Q1 2021. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Peninsula Wealth held 121,012 shares of iShares Core MSCI Emerging Markets ETF worth $6.32M as of Q4 2024.
  • Peninsula Wealth bought 51,271 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $2.84M.
  • iShares Core MSCI Emerging Markets ETF made up 1.08% of Peninsula Wealth's portfolio in Q4 2024, its #20 holding.
  • Peninsula Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 20 quarters since.
  • Peninsula Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $7.48M in Q1 2021.
  • 1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.