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Stonegate Investment Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stonegate Investment 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
Q3 		– Sell
-23,260
Closed -$1.25M – 420
2024
Q2 		$1.25M Buy
23,260
+425
+2% +$22.4K 0.04% 150
2024
Q1 		$1.18M Buy
22,835
+2,646
+13% +$133K 0.04% 152
2023
Q4 		$1.02M Sell
20,189
-177
-0.9% -$8.57K 0.03% 156
2023
Q3 		$969K Buy
20,366
+927
+5% +$45.9K 0.04% 153
2023
Q2 		$958K Buy
19,439
+1,143
+6% +$55.8K 0.03% 161
2023
Q1 		$893K Buy
18,296
+1,509
+9% +$74K 0.03% 168
2022
Q4 		$784K Sell
16,787
-1,689
-9% -$76.8K 0.03% 165
2022
Q3 		$794K Sell
18,476
-252
-1% -$12.1K 0.04% 143
2022
Q2 		$919K Buy
18,728
+600
+3% +$31K 0.04% 141
2022
Q1 		$1.01M Buy
18,128
+3,961
+28% +$229K 0.03% 130
2021
Q4 		$848K Buy
+14,167
New +$874K 0.04% 134

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

Stonegate Investment Group's IEMG Position: Q3 2024 in Review

Stonegate Investment Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 23,260 shares — an estimated $1.25M sold.

Stonegate Investment Group first reported a position in IEMG in Q4 2021 and held it in 11 quarters. The position peaked at $1.25M in Q2 2024. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • Stonegate Investment Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 23,260 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $1.25M.
  • Stonegate Investment Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 11 quarters.
  • Stonegate Investment Group's iShares Core MSCI Emerging Markets ETF position peaked at $1.25M in Q2 2024.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Stonegate Investment Group's 13F filing for Q3 2024, filed 17 Oct 2024.