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

Retirement 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 		$20.2K Hold
392
– – 0.01% 362
2023
Q4 		$19.8K Sell
392
-120
-23% -$5.81K 0.01% 345
2023
Q3 		$24.4K Sell
512
-122
-19% -$6.04K 0.01% 290
2023
Q2 		$31.3K Buy
634
+124
+24% +$6.06K 0.01% 258
2023
Q1 		$25K Sell
510
-71
-12% -$3.48K 0.01% 272
2022
Q4 		$27K Buy
581
+201
+53% +$9.14K 0.01% 233
2022
Q3 		$16K Sell
380
-515
-58% -$24.7K 0.01% 202
2022
Q2 		$44K Sell
895
-765
-46% -$39.5K 0.02% 227
2022
Q1 		$92K Buy
1,660
+865
+109% +$50K 0.04% 178
2021
Q4 		$48K Sell
795
-4
-0.5% -$247 0.02% 234
2021
Q3 		$49K Sell
799
-52
-6% -$3.31K 0.02% 228
2021
Q2 		$57K Buy
851
+125
+17% +$8.24K 0.03% 225
2021
Q1 		$47K Sell
726
-340
-32% -$22.4K 0.02% 286
2020
Q4 		$66K Sell
1,066
-14,224
-93% -$820K 0.03% 227
2020
Q3 		$807K Sell
15,290
-1,249
-8% -$65.5K 0.45% 46
2020
Q2 		$787K Buy
+16,539
New +$738K 0.49% 44
2019
Q4 		$887K Buy
+16,496
New +$850K 0.58% 43

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

Retirement Group's IEMG Position: Q1 2024 in Review

Retirement Group held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2024 at 392 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #362.

Retirement Group first reported a position in IEMG in Q4 2019 and has held it in 17 quarters since. The position peaked at $887K in Q4 2019. 1,651 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

  • Retirement Group held 392 shares of iShares Core MSCI Emerging Markets ETF worth $20.2K as of Q1 2024.
  • Retirement Group left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2024.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #362 holding.
  • Retirement Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares Core MSCI Emerging Markets ETF position peaked at $887K in Q4 2019.
  • 1,651 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.