SFG
IEMG icon

StrategIQ Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

StrategIQ Financial 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
2023
Q4 		$739K Sell
14,604
-305
-2% -$14.8K 0.08% 173
2023
Q3 		$710K Buy
14,909
+33
+0.2% +$1.63K 0.08% 173
2023
Q2 		$733K Buy
14,876
+217
+1% +$10.6K 0.08% 171
2023
Q1 		$715K Buy
14,659
+1,257
+9% +$61.7K 0.08% 157
2022
Q4 		$626K Buy
13,402
+115
+0.9% +$5.23K 0.07% 167
2022
Q3 		$571K Buy
13,287
+772
+6% +$37K 0.07% 169
2022
Q2 		$614K Buy
12,515
+552
+5% +$28.5K 0.07% 169
2022
Q1 		$665K Buy
11,963
+328
+3% +$19K 0.07% 176
2021
Q4 		$696K Sell
11,635
-105
-0.9% -$6.48K 0.07% 168
2021
Q3 		$725K Buy
11,740
+100
+0.9% +$6.37K 0.14% 125
2021
Q2 		$780K Buy
11,640
+207
+2% +$13.6K 0.15% 118
2021
Q1 		$736K Buy
11,433
+758
+7% +$49.9K 0.15% 117
2020
Q4 		$662K Buy
10,675
+1,178
+12% +$67.9K 0.15% 120
2020
Q3 		$501K Buy
9,497
+313
+3% +$16.4K 0.13% 134
2020
Q2 		$437K Sell
9,184
-1,038
-10% -$46.3K 0.12% 132
2020
Q1 		$414K Sell
10,222
-1,431
-12% -$70.3K 0.13% 127
2019
Q4 		$626K Sell
11,653
-33
-0.3% -$1.7K 0.16% 123
2019
Q3 		$573K Sell
11,686
-3
-0% -$149 0.16% 125
2019
Q2 		$601K Buy
11,689
+388
+3% +$19.8K 0.17% 118
2019
Q1 		$584K Sell
11,301
-228
-2% -$11.5K 0.18% 118
2018
Q4 		$544K Buy
11,529
+2,145
+23% +$104K 0.19% 114
2018
Q3 		$486K Buy
9,384
+1,172
+14% +$61.2K 0.15% 122
2018
Q2 		$431K Buy
8,212
+2,911
+55% +$163K 0.15% 119
2018
Q1 		$310K Buy
5,301
+551
+12% +$32.6K 0.12% 129
2017
Q4 		$270K Buy
4,750
+843
+22% +$47.1K 0.11% 137
2017
Q3 		$211K Buy
+3,907
New +$207K 0.08% 146

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

StrategIQ Financial Group's IEMG Position: Q4 2023 in Review

StrategIQ Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2% in Q4 2023, selling an estimated $14.8K and leaving 14,604 shares worth $739K. The position accounts for 0.08% of the portfolio, ranked #173.

StrategIQ Financial Group first reported a position in IEMG in Q3 2017 and has held it in 26 quarters since. The position peaked at $780K in Q2 2021. 1,688 funds tracked by Wall St. Rank hold IEMG as of Q4 2023.

  • StrategIQ Financial Group held 14,604 shares of iShares Core MSCI Emerging Markets ETF worth $739K as of Q4 2023.
  • StrategIQ Financial Group sold 305 iShares Core MSCI Emerging Markets ETF shares in Q4 2023, an estimated $14.8K.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of StrategIQ Financial Group's portfolio in Q4 2023, its #173 holding.
  • StrategIQ Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and has held it in 26 quarters since.
  • StrategIQ Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $780K in Q2 2021.
  • 1,688 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.