SWM
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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 – 399
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return