Simplify Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Simplify Asset 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
2023 Q4	–	Sell	-81,259	Closed	-$3.87M	–	132
2023 Q3	$3.87M	Sell	81,259 -882	-1%	-$43.6K	0.44%	24
2023 Q2	$4.05M	Sell	82,141 -37,666	-31%	-$1.84M	0.53%	17
2023 Q1	$5.85M	Buy	119,807 +17,243	+17%	+$846K	0.84%	16
2022 Q4	$4.79M	Sell	102,564 -56,100	-35%	-$2.55M	0.74%	11
2022 Q3	$6.82M	Buy	158,664 +8,282	+6%	+$397K	0.72%	14
2022 Q2	$7.38M	Buy	150,382 +17,319	+13%	+$895K	0.28%	15
2022 Q1	$7.39M	Buy	+133,063	New	+$7.69M	0.24%	14

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

Simplify Asset Management's IEMG Position: Q4 2023 in Review

Simplify Asset Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2023, closing a stake of 81,259 shares — an estimated $3.87M sold.

Simplify Asset Management first reported a position in IEMG in Q1 2022 and held it in 7 quarters. The position peaked at $7.39M in Q1 2022. 1,684 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

Simplify Asset Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Simplify Asset Management sold 81,259 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $3.87M.
Simplify Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and held it in 7 quarters.
Simplify Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $7.39M in Q1 2022.
1,684 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Simplify Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.