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Source Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Source Financial Advisors’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
Q3 		$252K Sell
4,396
-255
-5% -$13.8K 0.07% 103
2024
Q2 		$249K Buy
4,651
+6
+0.1% +$316 0.08% 100
2024
Q1 		$240K Sell
4,645
-18,975
-80% -$950K 0.07% 107
2023
Q4 		$1.19M Sell
23,620
-494
-2% -$23.9K 0.37% 45
2023
Q3 		$1.15M Buy
24,114
+11,112
+85% +$550K 0.39% 49
2023
Q2 		$641K Sell
13,002
-8,732
-40% -$426K 0.21% 67
2023
Q1 		$1.06M Sell
21,734
-21,144
-49% -$1.04M 0.36% 44
2022
Q4 		$2M Sell
42,878
-3,823
-8% -$174K 0.75% 30
2022
Q3 		$2.01M Buy
46,701
+16,616
+55% +$796K 0.79% 31
2022
Q2 		$1.48M Sell
30,085
-1,056
-3% -$54.6K 0.58% 40
2022
Q1 		$1.73M Sell
31,141
-20,471
-40% -$1.18M 0.51% 37
2021
Q4 		$3.09M Sell
51,612
-28,438
-36% -$1.75M 0.83% 27
2021
Q3 		$4.94M Sell
80,050
-1,260
-2% -$80.2K 1.28% 19
2021
Q2 		$5.45M Sell
81,310
-7,586
-9% -$500K 1.4% 18
2021
Q1 		$5.72M Buy
88,896
+11,405
+15% +$750K 1.53% 16
2020
Q4 		$4.81M Buy
+77,491
New +$4.47M 1.3% 18

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

Source Financial Advisors's IEMG Position: Q3 2024 in Review

Source Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.5% in Q3 2024, selling an estimated $13.8K and leaving 4,396 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #103.

Source Financial Advisors first reported a position in IEMG in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.72M in Q1 2021. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • Source Financial Advisors held 4,396 shares of iShares Core MSCI Emerging Markets ETF worth $252K as of Q3 2024.
  • Source Financial Advisors sold 255 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $13.8K.
  • iShares Core MSCI Emerging Markets ETF made up 0.07% of Source Financial Advisors's portfolio in Q3 2024, its #103 holding.
  • Source Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $5.72M in Q1 2021.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.