Sensible Financial Planning & Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sensible Financial Planning & 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
2024 Q4	–	Sell	-6,083	Closed	-$349K	–	36
2024 Q3	$349K	Buy	+6,083	New	+$329K	0.07%	42
2023 Q2	–	Sell	-10,562	Closed	-$515K	–	33
2023 Q1	$515K	Sell	10,562 -45	-0.4%	-$2.21K	0.12%	31
2022 Q4	$495K	Sell	10,607 -13,164	-55%	-$599K	0.12%	31
2022 Q3	$1.02M	Sell	23,771 -9,289	-28%	-$445K	0.26%	27
2022 Q2	$1.62M	Sell	33,060 -6,264	-16%	-$324K	0.41%	26
2022 Q1	$2.18M	Buy	39,324 +11,184	+40%	+$646K	0.58%	24
2021 Q4	$1.68M	Buy	28,140 +207	+0.7%	+$12.8K	0.48%	26
2021 Q3	$1.73M	Sell	27,933 -414	-1%	-$26.4K	0.56%	24
2021 Q2	$1.9M	Sell	28,347 -2,053	-7%	-$135K	0.64%	24
2021 Q1	$1.96M	Sell	30,400 -603	-2%	-$39.7K	0.72%	22
2020 Q4	$1.92M	Sell	31,003 -1,198	-4%	-$69.1K	0.72%	22
2020 Q3	$1.7M	Sell	32,201 -2,012	-6%	-$105K	0.7%	20
2020 Q2	$1.63M	Buy	34,213 +1,169	+4%	+$52.2K	0.7%	21
2020 Q1	$1.34M	Sell	33,044 -3,745	-10%	-$184K	0.64%	21
2019 Q4	$1.98M	Sell	36,789 -163	-0.4%	-$8.4K	0.83%	20
2019 Q3	$1.81M	Sell	36,952 -380	-1%	-$18.8K	0.78%	19
2019 Q2	$1.92M	Buy	37,332 +1,538	+4%	+$78.6K	0.82%	17
2019 Q1	$1.85M	Hold	35,794	–	–	0.84%	17
2018 Q4	$1.69M	Buy	+35,794	New	+$1.73M	0.82%	16
2018 Q1	–	Sell	-7,911	Closed	-$450K	–	32
2017 Q4	$450K	Buy	7,911 +1	+0%	+$56	0.23%	21
2017 Q3	$427K	Buy	7,910 +40	+0.5%	+$2.12K	0.24%	21
2017 Q2	$394K	Buy	7,870 +242	+3%	+$11.9K	0.25%	20
2017 Q1	$365K	Hold	7,628	–	–	0.23%	20
2016 Q4	$324K	Hold	7,628	–	–	0.22%	21
2016 Q3	$348K	Buy	7,628 +13	+0.2%	+$577	0.24%	21
2016 Q2	$319K	Hold	7,615	–	–	0.22%	21
2016 Q1	$317K	Sell	7,615 -1,964	-21%	-$74.3K	0.23%	21
2015 Q4	$377K	Hold	9,579	–	–	0.29%	20
2015 Q3	$382K	Buy	9,579 +9,521	+16,416%	+$408K	0.3%	19
2015 Q2	$3K	Buy	+58	New	+$2.94K	﹤0.01%	67

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sensible Financial Planning & Management's IEMG Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 6,083 shares — an estimated $349K sold.

Sensible Financial Planning & Management first reported a position in IEMG in Q2 2015 and held it in 30 quarters. The position peaked at $2.18M in Q1 2022. 1,835 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

Sensible Financial Planning & Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Sensible Financial Planning & Management sold 6,083 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $349K.
Sensible Financial Planning & Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and held it in 30 quarters.
Sensible Financial Planning & Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.18M in Q1 2022.
1,835 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.