Radnor Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Radnor Financial Advisors’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 Q3	$3.48M	Buy	81,076 +6,051	+8%	+$290K	1.23%	17
2022 Q2	$3.68M	Buy	75,025 +2,536	+3%	+$131K	1.27%	17
2022 Q1	$4.03M	Buy	72,489 +12,437	+21%	+$719K	1.47%	15
2021 Q4	$3.6M	Buy	60,052 +4,569	+8%	+$282K	1.28%	14
2021 Q3	$3.43M	Buy	55,483 +4,658	+9%	+$297K	1.24%	16
2021 Q2	$3.4M	Sell	50,825 -194	-0.4%	-$12.8K	1.23%	15
2021 Q1	$3.3M	Buy	51,019 +4,024	+9%	+$265K	1.44%	13
2020 Q4	$2.92M	Buy	46,995 +5,925	+14%	+$342K	1.36%	14
2020 Q3	$2.17M	Buy	41,070 +1,141	+3%	+$59.8K	1.24%	15
2020 Q2	$1.9M	Buy	39,929 +4,406	+12%	+$197K	1.14%	16
2020 Q1	$1.44M	Sell	35,523 -15,592	-31%	-$766K	1.22%	17
2019 Q4	$2.75M	Buy	+51,115	New	+$2.63M	1.88%	13

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Radnor Financial Advisors's IEMG Position: Q3 2022 in Review

Radnor Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8.1% in Q3 2022, buying an estimated $290K and bringing the position to 81,076 shares worth $3.48M. The position accounts for 1.23% of the portfolio, ranked #17.

Radnor Financial Advisors first reported a position in IEMG in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.03M in Q1 2022. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Radnor Financial Advisors held 81,076 shares of iShares Core MSCI Emerging Markets ETF worth $3.48M as of Q3 2022.
Radnor Financial Advisors bought 6,051 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $290K.
iShares Core MSCI Emerging Markets ETF made up 1.23% of Radnor Financial Advisors's portfolio in Q3 2022, its #17 holding.
Radnor Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 12 quarters since.
Radnor Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $4.03M in Q1 2022.
1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.