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Sound Stewardship’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sound Stewardship’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
Q2 		– Sell
-4,390
Closed -$227K – 58
2024
Q1 		$227K Sell
4,390
-2,045
-32% -$102K 0.14% 56
2023
Q4 		$325K Sell
6,435
-562
-8% -$27.2K 0.22% 53
2023
Q3 		$333K Sell
6,997
-201
-3% -$9.95K 0.22% 50
2023
Q2 		$355K Sell
7,198
-364
-5% -$17.8K 0.23% 49
2023
Q1 		$369K Sell
7,562
-1,182
-14% -$58K 0.25% 47
2022
Q4 		$408K Buy
+8,744
New +$398K 0.3% 45

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sound Stewardship's IEMG Position: Q2 2024 in Review

Sound Stewardship sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2024, closing a stake of 4,390 shares — an estimated $227K sold.

Sound Stewardship first reported a position in IEMG in Q4 2022 and held it in 6 quarters. The position peaked at $408K in Q4 2022. 1,700 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

  • Sound Stewardship reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Sound Stewardship sold 4,390 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $227K.
  • Sound Stewardship first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 6 quarters.
  • Sound Stewardship's iShares Core MSCI Emerging Markets ETF position peaked at $408K in Q4 2022.
  • 1,700 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Sound Stewardship's 13F filing for Q2 2024, filed 24 Jul 2024.