Simplicity Solutions’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Simplicity Solutions’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 Q4	$4.55M	Buy	89,950 +3,540	+4%	+$171K	0.12%	149
2023 Q3	$4.11M	Sell	86,410 -146,962	-63%	-$7.27M	0.13%	142
2023 Q2	$11.5M	Buy	233,372 +49,928	+27%	+$2.44M	0.31%	60
2023 Q1	$8.95M	Buy	183,444 +98,436	+116%	+$4.83M	0.23%	85
2022 Q4	$3.97M	Buy	85,008 +60,163	+242%	+$2.74M	0.54%	30
2022 Q3	$1.07M	Sell	24,845 -67,310	-73%	-$3.23M	0.15%	159
2022 Q2	$4.52M	Buy	92,155 +41,948	+84%	+$2.17M	0.59%	34
2022 Q1	$2.79M	Sell	50,207 -24,399	-33%	-$1.41M	0.34%	66
2021 Q4	$4.47M	Buy	74,606 +36,210	+94%	+$2.23M	0.5%	31
2021 Q3	$2.37M	Buy	38,396 +20,794	+118%	+$1.32M	0.36%	58
2021 Q2	$1.18M	Buy	17,602 +74	+0.4%	+$4.88K	0.23%	95
2021 Q1	$1.13M	Sell	17,528 -1,038,234	-98%	-$68.3M	0.25%	84
2020 Q4	$65.5M	Sell	1,055,762 -363	-0%	-$20.9K	0.97%	17
2020 Q3	$55.8M	Buy	1,056,125 +63,162	+6%	+$3.31M	1.03%	14
2020 Q2	$47.3M	Buy	992,963 +43,767	+5%	+$1.95M	0.94%	19
2020 Q1	$38.4M	Buy	949,196 +47,075	+5%	+$2.31M	1.18%	15
2019 Q4	$48.5M	Buy	902,121 +268,552	+42%	+$13.8M	1.48%	10
2019 Q3	$31.1M	Sell	633,569 -73,746	-10%	-$3.66M	1.26%	17
2019 Q2	$36.4M	Buy	707,315 +367,807	+108%	+$18.8M	1.56%	12
2019 Q1	$17.6M	Buy	339,508 +292,237	+618%	+$14.8M	1.05%	15
2018 Q4	$2.23M	Sell	47,271 -409,869	-90%	-$19.8M	0.29%	91
2018 Q3	$23.7M	Buy	457,140 +234,345	+105%	+$12.2M	1.35%	19
2018 Q2	$11.7M	Buy	222,795 +33,854	+18%	+$1.9M	0.84%	25
2018 Q1	$11M	Sell	188,941 -6,166	-3%	-$365K	0.95%	21
2017 Q4	$11.1M	Buy	+195,107	New	+$10.9M	1.08%	19
2017 Q3	–	Sell	-137,542	Closed	-$6.88M	–	281
2017 Q2	$6.88M	Buy	137,542 +72,784	+112%	+$3.59M	0.81%	23
2017 Q1	$3.1M	Sell	64,758 -56,928	-47%	-$2.62M	0.48%	33
2016 Q4	$5.17M	Buy	121,686 +110,618	+999%	+$4.85M	1.19%	9
2016 Q3	$505K	Buy	+11,068	New	+$492K	0.25%	98

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplicity Solutions's IEMG Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.1% in Q4 2023, buying an estimated $171K and bringing the position to 89,950 shares worth $4.55M. The position accounts for 0.12% of the portfolio, ranked #149.

Simplicity Solutions first reported a position in IEMG in Q3 2016 and has held it in 29 quarters since. The position peaked at $65.5M in Q4 2020. 1,684 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

Simplicity Solutions held 89,950 shares of iShares Core MSCI Emerging Markets ETF worth $4.55M as of Q4 2023.
Simplicity Solutions bought 3,540 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $171K.
iShares Core MSCI Emerging Markets ETF made up 0.12% of Simplicity Solutions's portfolio in Q4 2023, its #149 holding.
Simplicity Solutions first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2016 and has held it in 29 quarters since.
Simplicity Solutions's iShares Core MSCI Emerging Markets ETF position peaked at $65.5M in Q4 2020.
1,684 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.