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SW
StrongBox Wealth’s
iShares Core MSCI Emerging Markets ETF
IEMG
Stock Holding History
StrongBox Wealth’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
-5,068
Closed
-$241K
–
81
2023
Q3
$241K
Hold
5,068
–
–
0.15%
73
2023
Q2
$250K
Buy
5,068
+14
+0.3%
+$684
0.16%
76
2023
Q1
$247K
Hold
5,054
–
–
0.17%
78
2022
Q4
$236K
Buy
+5,054
New
+$230K
0.17%
70
2022
Q2
–
Sell
-6,616
Closed
-$368K
–
85
2022
Q1
$368K
Sell
6,616
-3,202
-33%
-$185K
0.21%
70
2021
Q4
$588K
Buy
9,818
+763
+8%
+$47.1K
0.29%
61
2021
Q3
$559K
Buy
9,055
+1,069
+13%
+$68.1K
0.31%
60
2021
Q2
$535K
Buy
7,986
+918
+13%
+$60.5K
0.31%
63
2021
Q1
$455K
Buy
7,068
+1,395
+25%
+$91.8K
0.28%
61
2020
Q4
$352K
Buy
5,673
+163
+3%
+$9.4K
0.23%
70
2020
Q3
$291K
Buy
5,510
+78
+1%
+$4.09K
0.21%
67
2020
Q2
$259K
Buy
+5,432
New
+$242K
0.24%
72
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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