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

Ropes 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
2023 Q3	$442K	Sell	9,297 -742	-7%	-$36.7K	0.09%	164
2023 Q2	$495K	Sell	10,039 -9	-0.1%	-$440	0.08%	173
2023 Q1	$490K	Buy	10,048 +708	+8%	+$34.7K	0.09%	178
2022 Q4	$436K	Sell	9,340 -1,237	-12%	-$56.3K	0.08%	180
2022 Q3	$455K	Sell	10,577 -3,275	-24%	-$157K	0.1%	163
2022 Q2	$680K	Sell	13,852 -10,256	-43%	-$530K	0.14%	130
2022 Q1	$1.34M	Buy	24,108 +9,528	+65%	+$551K	0.23%	103
2021 Q4	$873K	Buy	14,580 +47	+0.3%	+$2.9K	0.15%	119
2021 Q3	$898K	Sell	14,533 -2,617	-15%	-$167K	0.14%	123
2021 Q2	$1.15M	Buy	17,150 +703	+4%	+$46.3K	0.18%	109
2021 Q1	$1.07M	Buy	16,447 +885	+6%	+$58.2K	0.19%	106
2020 Q4	$965K	Buy	15,562 +112	+0.7%	+$6.46K	0.15%	97
2020 Q3	$816K	Sell	15,450 -155	-1%	-$8.13K	0.16%	107
2020 Q2	$743K	Buy	15,605 +15,300	+5,016%	+$683K	0.15%	107
2020 Q1	$12K	Sell	305 -7,582	-96%	-$372K	﹤0.01%	406
2019 Q4	$424K	Hold	7,887	–	–	0.09%	154
2019 Q3	$387K	Buy	7,887 +2,270	+40%	+$113K	0.08%	158
2019 Q2	$289K	Buy	5,617 +1,048	+23%	+$53.6K	0.06%	193
2019 Q1	$236K	Sell	4,569 -198	-4%	-$10K	0.06%	201
2018 Q4	$225K	Buy	4,767 +200	+4%	+$9.67K	0.06%	200
2018 Q3	$236K	Sell	4,567 -311	-6%	-$16.2K	0.06%	214
2018 Q2	$256K	Buy	4,878 +4,228	+650%	+$237K	0.07%	204
2018 Q1	$38K	Hold	650	–	–	0.01%	357
2017 Q4	$37K	Sell	650 -100	-13%	-$5.58K	0.01%	374
2017 Q3	$41K	Sell	750 -457	-38%	-$24.2K	0.01%	351
2017 Q2	$60K	Hold	1,207	–	–	0.02%	309
2017 Q1	$58K	Buy	+1,207	New	+$55.6K	0.02%	310

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ropes Wealth Advisors's IEMG Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.4% in Q3 2023, selling an estimated $36.7K and leaving 9,297 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #164.

Ropes Wealth Advisors first reported a position in IEMG in Q1 2017 and has held it in 27 quarters since. The position peaked at $1.34M in Q1 2022. 1,548 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Ropes Wealth Advisors held 9,297 shares of iShares Core MSCI Emerging Markets ETF worth $442K as of Q3 2023.
Ropes Wealth Advisors sold 742 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $36.7K.
iShares Core MSCI Emerging Markets ETF made up 0.09% of Ropes Wealth Advisors's portfolio in Q3 2023, its #164 holding.
Ropes Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and has held it in 27 quarters since.
Ropes Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.34M in Q1 2022.
1,548 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.