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Steph & Co’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Steph & Co’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
-732
Closed -$34.8K – 271
2023
Q3 		$34.8K Buy
+732
New +$36.2K 0.02% 180
2020
Q2 		– Sell
-110
Closed -$4K – 249
2020
Q1 		$4K Buy
+110
New +$5.4K ﹤0.01% 235

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Steph & Co's IEMG Position: Q4 2023 in Review

Steph & Co sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2023, closing a stake of 732 shares — an estimated $34.8K sold.

Steph & Co first reported a position in IEMG in Q1 2020 and held it in 2 quarters. The position peaked at $34.8K in Q3 2023. 1,688 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

  • Steph & Co reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Steph & Co sold 732 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $34.8K.
  • Steph & Co first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and held it in 2 quarters.
  • Steph & Co's iShares Core MSCI Emerging Markets ETF position peaked at $34.8K in Q3 2023.
  • 1,688 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.