Southern Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Southern Wealth 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 Q1	$17.1M	Sell	350,856 -937	-0.3%	-$46K	6.65%	4
2022 Q4	$16.4M	Buy	351,793 +128,889	+58%	+$5.86M	6.6%	4
2022 Q3	$9.44M	Buy	222,904 +93,245	+72%	+$4.47M	3.8%	9
2022 Q2	$6.36M	Buy	129,659 +58,619	+83%	+$3.03M	2.44%	16
2022 Q1	$3.95M	Buy	71,040 +17,963	+34%	+$1.04M	1.29%	21
2021 Q4	$3.18M	Sell	53,077 -181,396	-77%	-$11.2M	1.26%	23
2021 Q3	$14.5M	Buy	234,473 +2,955	+1%	+$188K	4.26%	6
2021 Q2	$14.7M	Buy	231,518 +25,225	+12%	+$1.66M	4.24%	6
2021 Q1	$13.3M	Buy	206,293 +40,737	+25%	+$2.68M	4.37%	7
2020 Q4	$10.3M	Buy	165,556 +1,686	+1%	+$97.2K	3.89%	10
2020 Q3	$8.65M	Sell	163,870 -4,233	-3%	-$222K	3.19%	10
2020 Q2	$8M	Buy	168,103 +7,697	+5%	+$343K	1.56%	8
2020 Q1	$6.49M	Buy	160,406 +16,724	+12%	+$821K	1.35%	11
2019 Q4	$7.72M	Buy	+143,682	New	+$7.4M	1.45%	8

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Southern Wealth Management's IEMG Position: Q1 2023 in Review

Southern Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.27% in Q1 2023, selling an estimated $46K and leaving 350,856 shares worth $17.1M. The position accounts for 6.65% of the portfolio, ranked #4.

Southern Wealth Management first reported a position in IEMG in Q4 2019 and has held it in 14 quarters since. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

Southern Wealth Management held 350,856 shares of iShares Core MSCI Emerging Markets ETF worth $17.1M as of Q1 2023.
Southern Wealth Management sold 937 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $46K.
iShares Core MSCI Emerging Markets ETF made up 6.65% of Southern Wealth Management's portfolio in Q1 2023, its #4 holding.
Southern Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 14 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.