Security Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Security Financial Services’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 Q2	–	Sell	-4,268	Closed	-$220K	–	173
2024 Q1	$220K	Sell	4,268 -2,363	-36%	-$118K	0.05%	173
2023 Q4	$335K	Buy	6,631 +2,142	+48%	+$104K	0.08%	119
2023 Q3	$214K	Sell	4,489 -1,214	-21%	-$60.1K	0.06%	154
2023 Q2	$281K	Sell	5,703 -953	-14%	-$46.5K	0.08%	124
2023 Q1	$325K	Buy	+6,656	New	+$327K	0.1%	113
2022 Q4	–	Sell	-5,480	Closed	-$236K	–	136
2022 Q3	$236K	Buy	+5,480	New	+$263K	0.08%	122
2022 Q2	–	Sell	-3,699	Closed	-$205K	–	129
2022 Q1	$205K	Buy	+3,699	New	+$214K	0.07%	128

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Security Financial Services's IEMG Position: Q2 2024 in Review

Security Financial Services sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2024, closing a stake of 4,268 shares — an estimated $220K sold.

Security Financial Services first reported a position in IEMG in Q1 2022 and held it in 7 quarters. The position peaked at $335K in Q4 2023. 1,704 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

Security Financial Services reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Security Financial Services sold 4,268 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $220K.
Security Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and held it in 7 quarters.
Security Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $335K in Q4 2023.
1,704 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Security Financial Services's 13F filing for Q2 2024, filed 23 Jul 2024.