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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 – – 675
2023
Q4 		$0 Buy
+1
New +$48 ﹤0.01% 777
2018
Q3 		– Sell
-15,200
Closed -$798K – 228
2018
Q2 		$798K Buy
+15,200
New +$852K 0.11% 98
2017
Q2 		– Sell
-24,972
Closed -$1.19M – 311
2017
Q1 		$1.19M Buy
+24,972
New +$1.15M 0.34% 59
2013
Q3 		– Sell
-100
Closed -$5K – 478
2013
Q2 		$5K Buy
+100
New +$4.95K ﹤0.01% 390

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T 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

Summit Securities Group's IEMG Position: Q1 2024 in Review

Summit Securities Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in IEMG in Q2 2013 and held it in 4 quarters. The position peaked at $1.19M in Q1 2017. 1,655 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

  • Summit Securities Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 iShares Core MSCI Emerging Markets ETF share in Q1 2024.
  • Summit Securities Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2013 and held it in 4 quarters.
  • Summit Securities Group's iShares Core MSCI Emerging Markets ETF position peaked at $1.19M in Q1 2017.
  • 1,655 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.