Selective Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-195	Closed	-$8K	–	398
2022 Q3	$8K	Buy	195 +184	+1,673%	+$8.82K	﹤0.01%	546
2022 Q2	$1K	Buy	11 +1	+10%	+$52	﹤0.01%	724
2022 Q1	$1K	Buy	10 +4	+67%	+$231	﹤0.01%	687
2021 Q4	$0	Buy	+6	New	+$370	﹤0.01%	680
2021 Q1	–	Sell	-234	Closed	-$15K	–	401
2020 Q4	$15K	Buy	+234	New	+$13.5K	0.01%	208
2020 Q3	–	Sell	-43	Closed	-$2K	–	359
2020 Q2	$2K	Buy	43 +23	+115%	+$1.03K	﹤0.01%	377
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	309
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	309
2019 Q3	$1K	Buy	+20	New	+$992	﹤0.01%	318

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

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Selective Wealth Management's IEMG Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2022, closing a stake of 195 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in IEMG in Q3 2019 and held it in 9 quarters. The position peaked at $15K in Q4 2020. 1,452 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

Selective Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 195 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $8K.
Selective Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and held it in 9 quarters.
Selective Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $15K in Q4 2020.
1,452 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.