Peterson Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Peterson Financial Group’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 Q3	$651K	Sell	11,332 -931	-8%	-$50.4K	2.5%	8
2024 Q2	$656K	Sell	12,263 -4,884	-28%	-$258K	4%	8
2024 Q1	$885K	Sell	17,147 -1,119	-6%	-$56K	5.77%	3
2023 Q4	$924K	Buy	18,266 +2,493	+16%	+$121K	6.06%	3
2023 Q3	$751K	Buy	15,773 +96	+0.6%	+$4.75K	7.46%	3
2023 Q2	$773K	Buy	15,677 +31	+0.2%	+$1.51K	7.09%	3
2023 Q1	$763K	Sell	15,646 -3,806	-20%	-$187K	7.68%	3
2022 Q4	$908K	Buy	19,452 +4,197	+28%	+$191K	1.2%	34
2022 Q3	$656K	Buy	15,255 +297	+2%	+$14.2K	0.64%	54
2022 Q2	$734K	Buy	14,958 +81	+0.5%	+$4.19K	0.69%	54
2022 Q1	$826K	Buy	14,877 +939	+7%	+$54.3K	0.68%	54
2021 Q4	$834K	Buy	+13,938	New	+$860K	0.68%	57

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Peterson Financial Group's IEMG Position: Q3 2024 in Review

Peterson Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.6% in Q3 2024, selling an estimated $50.4K and leaving 11,332 shares worth $651K. The position accounts for 2.5% of the portfolio, ranked #8.

Peterson Financial Group first reported a position in IEMG in Q4 2021 and has held it in 12 quarters since. The position peaked at $924K in Q4 2023. 1,731 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Peterson Financial Group held 11,332 shares of iShares Core MSCI Emerging Markets ETF worth $651K as of Q3 2024.
Peterson Financial Group sold 931 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $50.4K.
iShares Core MSCI Emerging Markets ETF made up 2.5% of Peterson Financial Group's portfolio in Q3 2024, its #8 holding.
Peterson Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $924K in Q4 2023.
1,731 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.