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

Ratio Wealth 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
Q1 		$17.5M Buy
338,290
+10,474
+3% +$525K 3.25% 13
2023
Q4 		$16.6M Sell
327,816
-9,765
-3% -$473K 3.59% 12
2023
Q3 		$16.1M Buy
337,581
+12,569
+4% +$622K 4.02% 9
2023
Q2 		$16M Buy
+325,012
New +$15.9M 3.96% 9
2022
Q4 		$13.2M Buy
282,302
+29,107
+11% +$1.32M 3.74% 13
2022
Q3 		$10.9M Buy
253,195
+28,783
+13% +$1.38M 3.54% 13
2022
Q2 		$11M Buy
224,412
+35,647
+19% +$1.84M 3.58% 13
2022
Q1 		$10.5M Buy
188,765
+17,999
+11% +$1.04M 3.13% 13
2021
Q4 		$10.2M Buy
170,766
+3,072
+2% +$190K 3.08% 14
2021
Q3 		$10.4M Buy
167,694
+22,682
+16% +$1.44M 3.4% 13
2021
Q2 		$9.71M Buy
145,012
+16,042
+12% +$1.06M 3.48% 13
2021
Q1 		$8.3M Buy
128,970
+24,489
+23% +$1.61M 3.47% 15
2020
Q4 		$6.48M Buy
+104,481
New +$6.02M 3.48% 14

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ratio Wealth Group's IEMG Position: Q1 2024 in Review

Ratio Wealth Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.2% in Q1 2024, buying an estimated $525K and bringing the position to 338,290 shares worth $17.5M. The position accounts for 3.25% of the portfolio, ranked #13.

Ratio Wealth Group first reported a position in IEMG in Q4 2020 and has held it in 13 quarters since. 1,651 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

  • Ratio Wealth Group held 338,290 shares of iShares Core MSCI Emerging Markets ETF worth $17.5M as of Q1 2024.
  • Ratio Wealth Group bought 10,474 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $525K.
  • iShares Core MSCI Emerging Markets ETF made up 3.25% of Ratio Wealth Group's portfolio in Q1 2024, its #13 holding.
  • Ratio Wealth Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 13 quarters since.
  • 1,651 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.