Spotlight Asset Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Spotlight Asset Group’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	$1.09M	Buy	20,305 +30	+0.1%	+$1.58K	0.76%	26
2024 Q1	$1.05M	Sell	20,275 -66,444	-77%	-$3.33M	0.75%	27
2023 Q4	$4.13M	Hold	86,719	–	–	3.74%	9
2023 Q3	$4.13M	Buy	86,719 +492	+0.6%	+$24.3K	3.74%	9
2023 Q2	$4.25M	Buy	86,227 +1,634	+2%	+$79.8K	3.81%	9
2023 Q1	$3.68M	Buy	+84,593	New	+$4.15M	3.65%	10
2022 Q3	$3.68M	Buy	+84,593	New	+$4.05M	3.65%	10
2021 Q3	$3.34M	Sell	54,126 -35,247	-39%	-$2.24M	1.67%	15
2021 Q2	$5.99M	Buy	89,373 +9,173	+11%	+$604K	2.31%	11
2021 Q1	$5.16M	Sell	80,200 -7,490	-9%	-$493K	1.94%	12
2020 Q4	$5.44M	Sell	87,690 -3,369	-4%	-$194K	2.02%	13
2020 Q3	$4.81M	Sell	91,059 -1,720	-2%	-$90.2K	1.89%	14
2020 Q2	$4.42M	Sell	92,779 -255,110	-73%	-$11.4M	1.85%	14
2020 Q1	$14.1M	Sell	347,889 -9,088	-3%	-$446K	7.49%	2
2019 Q4	$15M	Buy	+356,977	New	+$18.4M	7.17%	2

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Spotlight Asset Group's IEMG Position: Q2 2024 in Review

Spotlight Asset Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.15% in Q2 2024, buying an estimated $1.58K and bringing the position to 20,305 shares worth $1.09M. The position accounts for 0.76% of the portfolio, ranked #26.

Spotlight Asset Group first reported a position in IEMG in Q4 2019 and has held it in 15 quarters since. The position peaked at $15M in Q4 2019. 1,701 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

Spotlight Asset Group held 20,305 shares of iShares Core MSCI Emerging Markets ETF worth $1.09M as of Q2 2024.
Spotlight Asset Group bought 30 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $1.58K.
iShares Core MSCI Emerging Markets ETF made up 0.76% of Spotlight Asset Group's portfolio in Q2 2024, its #26 holding.
Spotlight Asset Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 15 quarters since.
Spotlight Asset Group's iShares Core MSCI Emerging Markets ETF position peaked at $15M in Q4 2019.
1,701 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.