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Sebold Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sebold Capital Management’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
Q1 		– Sell
-4,709
Closed -$220K – 72
2022
Q4 		$220K Buy
+4,709
New +$214K 0.18% 62

Other funds holding IEMG

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Sebold Capital Management's IEMG Position: Q1 2023 in Review

Sebold Capital Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 4,709 shares — an estimated $220K sold.

Sebold Capital Management first reported a position in IEMG in Q4 2022 and held it in 1 quarter. The position peaked at $220K in Q4 2022. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

  • Sebold Capital Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Sebold Capital Management sold 4,709 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $220K.
  • Sebold Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
  • Sebold Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $220K in Q4 2022.
  • 1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Sebold Capital Management's 13F filing for Q1 2023, filed 12 May 2023.