Schiavi & Co’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Schiavi & Co’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
2022 Q4	–	Sell	-4,709	Closed	-$202K	–	21
2022 Q3	$202K	Hold	4,709	–	–	0.15%	16
2022 Q2	$231K	Buy	4,709 +45	+1%	+$2.33K	0.17%	11
2022 Q1	$259K	Hold	4,664	–	–	0.19%	11
2021 Q4	$279K	Buy	4,664 +83	+2%	+$5.12K	0.21%	9
2021 Q3	$283K	Hold	4,581	–	–	0.23%	7
2021 Q2	$307K	Buy	4,581 +25	+0.5%	+$1.65K	0.25%	7
2021 Q1	$293K	Hold	4,556	–	–	0.28%	4
2020 Q4	$283K	Buy	+4,556	New	+$263K	0.28%	5

Other funds holding IEMG

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

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schiavi & Co's IEMG Position: Q4 2022 in Review

Schiavi & Co sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2022, closing a stake of 4,709 shares — an estimated $202K sold.

Schiavi & Co first reported a position in IEMG in Q4 2020 and held it in 8 quarters. The position peaked at $307K in Q2 2021. 1,452 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

Schiavi & Co reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Schiavi & Co sold 4,709 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $202K.
Schiavi & Co first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
Schiavi & Co's iShares Core MSCI Emerging Markets ETF position peaked at $307K in Q2 2021.
1,452 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Schiavi & Co's 13F filing for Q4 2022, filed 10 Feb 2023.