PWP
IEMG icon

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

Personal 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
2022
Q2 		– Sell
-41,468
Closed -$2.3M – 24
2022
Q1 		$2.3M Sell
41,468
-7,167
-15% -$414K 1.01% 21
2021
Q4 		$2.91M Sell
48,635
-4,169
-8% -$257K 1.2% 22
2021
Q3 		$3.26M Sell
52,804
-16,857
-24% -$1.07M 1.37% 19
2021
Q2 		$4.67M Sell
69,661
-20,218
-22% -$1.33M 1.88% 14
2021
Q1 		$5.79M Sell
89,879
-32,813
-27% -$2.16M 2.61% 9
2020
Q4 		$7.61M Buy
122,692
+7,995
+7% +$461K 3.56% 8
2020
Q3 		$6.06M Buy
114,697
+94
+0.1% +$4.93K 3.18% 11
2020
Q2 		$5.46M Sell
114,603
-11,877
-9% -$530K 2.99% 10
2020
Q1 		$5.12M Buy
126,480
+1,286
+1% +$63.2K 3.08% 9
2019
Q4 		$6.73M Buy
125,194
+15,917
+15% +$820K 2.9% 10
2019
Q3 		$5.36M Sell
109,277
-33,681
-24% -$1.67M 2.47% 10
2019
Q2 		$7.72M Buy
142,958
+1,405
+1% +$71.8K 3.69% 7
2019
Q1 		$7.66M Buy
+141,553
New +$7.17M 4.07% 7

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Personal Wealth Partners's IEMG Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2022, closing a stake of 41,468 shares — an estimated $2.3M sold.

Personal Wealth Partners first reported a position in IEMG in Q1 2019 and held it in 13 quarters. The position peaked at $7.72M in Q2 2019. 1,447 funds tracked by Wall St. Rank hold IEMG as of Q2 2022.

  • Personal Wealth Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 41,468 iShares Core MSCI Emerging Markets ETF shares in Q2 2022, an estimated $2.3M.
  • Personal Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and held it in 13 quarters.
  • Personal Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $7.72M in Q2 2019.
  • 1,447 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.