SWPG
IEMG icon

Strategic Wealth Partners Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Strategic Wealth Partners 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
Q1 		$506K Sell
9,811
-3,338
-25% -$167K 0.06% 56
2023
Q4 		$665K Buy
+13,149
New +$637K 0.08% 50
2022
Q1 		– Sell
-4,209
Closed -$252K – 60
2021
Q4 		$252K Buy
+4,209
New +$260K 0.04% 63
2020
Q3 		– Sell
-8,299
Closed -$395K – 58
2020
Q2 		$395K Sell
8,299
-3,111
-27% -$139K 0.1% 44
2020
Q1 		$462K Buy
11,410
+147
+1% +$7.22K 0.13% 36
2019
Q4 		$605K Buy
+11,263
New +$580K 0.14% 36

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Wealth Partners Group's IEMG Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q1 2024, selling an estimated $167K and leaving 9,811 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #56.

Strategic Wealth Partners Group first reported a position in IEMG in Q4 2019 and has held it in 6 quarters since. The position peaked at $665K in Q4 2023. 1,655 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

  • Strategic Wealth Partners Group held 9,811 shares of iShares Core MSCI Emerging Markets ETF worth $506K as of Q1 2024.
  • Strategic Wealth Partners Group sold 3,338 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $167K.
  • iShares Core MSCI Emerging Markets ETF made up 0.06% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #56 holding.
  • Strategic Wealth Partners Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 6 quarters since.
  • Strategic Wealth Partners Group's iShares Core MSCI Emerging Markets ETF position peaked at $665K in Q4 2023.
  • 1,655 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.