Raymond James Trust Company of New Hampshire’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Raymond James Trust Company of New Hampshire’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	$411K	Buy	7,151 +300	+4%	+$16.2K	3.38%	8
2024 Q2	$367K	Sell	6,851 -15	-0.2%	-$791	3.41%	8
2024 Q1	$354K	Sell	6,866 -28	-0.4%	-$1.4K	3.52%	6
2023 Q4	$349K	Hold	6,894	–	–	3.9%	7
2023 Q3	$328K	Sell	6,894 -632	-8%	-$31.3K	4.29%	6
2023 Q2	$371K	Buy	7,526 +286	+4%	+$14K	4.24%	5
2023 Q1	$353K	Sell	7,240 -275	-4%	-$13.5K	3.96%	5
2022 Q4	$351K	Hold	7,515	–	–	3.15%	8
2022 Q3	$323K	Buy	7,515 +1,727	+30%	+$82.8K	2.83%	10
2022 Q2	$284K	Sell	5,788 -62	-1%	-$3.2K	2.34%	12
2022 Q1	$325K	Buy	+5,850	New	+$338K	2.14%	15

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 $1.69B AUM 19.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Raymond James Trust Company of New Hampshire's IEMG Position: Q3 2024 in Review

Raymond James Trust Company of New Hampshire increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.4% in Q3 2024, buying an estimated $16.2K and bringing the position to 7,151 shares worth $411K. The position accounts for 3.38% of the portfolio, ranked #8.

Raymond James Trust Company of New Hampshire first reported a position in IEMG in Q1 2022 and has held it in 11 quarters since. 1,731 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Raymond James Trust Company of New Hampshire held 7,151 shares of iShares Core MSCI Emerging Markets ETF worth $411K as of Q3 2024.
Raymond James Trust Company of New Hampshire bought 300 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $16.2K.
iShares Core MSCI Emerging Markets ETF made up 3.38% of Raymond James Trust Company of New Hampshire's portfolio in Q3 2024, its #8 holding.
Raymond James Trust Company of New Hampshire first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 11 quarters since.
1,731 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Raymond James Trust Company of New Hampshire's 13F filing for Q3 2024, filed 12 Nov 2024.