Ritter Daniher Financial Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Ritter Daniher Financial Advisory’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
2025 Q1	–	Sell	-2	Closed	-$105	–	317
2024 Q4	$105	Hold	2	–	–	﹤0.01%	310
2024 Q3	$115	Hold	2	–	–	﹤0.01%	315
2024 Q2	$108	Hold	2	–	–	﹤0.01%	307
2024 Q1	$104	Hold	2	–	–	﹤0.01%	301
2023 Q4	$102	Sell	2 -1,300	-100%	-$63K	﹤0.01%	346
2023 Q3	$62K	Hold	1,302	–	–	0.03%	130
2023 Q2	$64.2K	Hold	1,302	–	–	0.03%	123
2023 Q1	$63.5K	Sell	1,302 -3,963	-75%	-$194K	0.03%	123
2022 Q4	$246K	Buy	5,265 +3,579	+212%	+$163K	0.12%	63
2022 Q3	$72K	Buy	1,686 +862	+105%	+$41.3K	0.05%	99
2022 Q2	$40K	Buy	+824	New	+$42.6K	0.03%	124

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Ritter Daniher Financial Advisory's IEMG Position: Q1 2025 in Review

Ritter Daniher Financial Advisory sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 2 shares — an estimated $105 sold.

Ritter Daniher Financial Advisory first reported a position in IEMG in Q2 2022 and held it in 11 quarters. The position peaked at $246K in Q4 2022. 1,853 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

Ritter Daniher Financial Advisory reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 2 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $105.
Ritter Daniher Financial Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and held it in 11 quarters.
Ritter Daniher Financial Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $246K in Q4 2022.
1,853 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.