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Summit Securities Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Summit Securities 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 		– Sell
-1
Closed – – 709
2023
Q4 		$0 Buy
+1
New +$48 ﹤0.01% 808
2018
Q3 		– Sell
-15,200
Closed -$798K – 234
2018
Q2 		$798K Buy
+15,200
New +$852K 0.3% 98
2017
Q2 		– Sell
-24,972
Closed -$1.19M – 325
2017
Q1 		$1.19M Buy
+24,972
New +$1.15M 0.45% 59
2013
Q3 		– Sell
-100
Closed -$5K – 479
2013
Q2 		$5K Buy
+100
New +$4.95K ﹤0.01% 390

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return