Royal Harbor Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Royal Harbor Partners’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	–	Sell	-84,827	Closed	-$4.18M	–	57
2023 Q2	$4.18M	Buy	84,827 +724	+0.9%	+$35.4K	2.05%	16
2023 Q1	$4.1M	Buy	+84,103	New	+$4.13M	2.2%	15
2021 Q3	–	Sell	-43,965	Closed	-$2.94M	–	83
2021 Q2	$2.94M	Buy	43,965 +1,676	+4%	+$110K	1.96%	16
2021 Q1	$2.72M	Buy	+42,289	New	+$2.78M	2.08%	13
2020 Q1	–	Sell	-41,171	Closed	-$2.21M	–	75
2019 Q4	$2.21M	Buy	+41,171	New	+$2.12M	2.13%	19

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

Royal Harbor Partners's IEMG Position: Q3 2023 in Review

Royal Harbor Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 84,827 shares — an estimated $4.18M sold.

Royal Harbor Partners first reported a position in IEMG in Q4 2019 and held it in 5 quarters. The position peaked at $4.18M in Q2 2023. 1,548 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Royal Harbor Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 84,827 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $4.18M.
Royal Harbor Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 5 quarters.
Royal Harbor Partners's iShares Core MSCI Emerging Markets ETF position peaked at $4.18M in Q2 2023.
1,548 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.