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Rooted Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Rooted Wealth 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
2024
Q3 		– Sell
-10,484
Closed -$568K – 100
2024
Q2 		$568K Buy
10,484
+6,432
+159% +$339K 0.25% 54
2024
Q1 		$210K Buy
+4,052
New +$203K 0.1% 79

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rooted Wealth Advisors's IEMG Position: Q3 2024 in Review

Rooted Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 10,484 shares — an estimated $568K sold.

Rooted Wealth Advisors first reported a position in IEMG in Q1 2024 and held it in 2 quarters. The position peaked at $568K in Q2 2024. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • Rooted Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Rooted Wealth Advisors sold 10,484 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $568K.
  • Rooted Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2024 and held it in 2 quarters.
  • Rooted Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $568K in Q2 2024.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Rooted Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.