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

Perfromance Wealth Partners’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 Q1	–	Sell	-4,618	Closed	-$216K	–	181
2022 Q4	$216K	Sell	4,618 -63	-1%	-$2.87K	0.01%	155
2022 Q3	$201K	Hold	4,681	–	–	0.01%	157
2022 Q2	$230K	Buy	4,681 +9	+0.2%	+$465	0.01%	150
2022 Q1	$260K	Sell	4,672 -26	-0.6%	-$1.5K	0.01%	146
2021 Q4	$281K	Buy	+4,698	New	+$290K	0.01%	146

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Perfromance Wealth Partners's IEMG Position: Q1 2023 in Review

Perfromance Wealth Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 4,618 shares — an estimated $216K sold.

Perfromance Wealth Partners first reported a position in IEMG in Q4 2021 and held it in 5 quarters. The position peaked at $281K in Q4 2021. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

Perfromance Wealth Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Perfromance Wealth Partners sold 4,618 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $216K.
Perfromance Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 5 quarters.
Perfromance Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $281K in Q4 2021.
1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Perfromance Wealth Partners's 13F filing for Q1 2023, filed 20 Apr 2023.