Surevest’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Surevest’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
2022 Q3	$33K	Hold	773	–	–	0.01%	210
2022 Q2	$38K	Hold	773	–	–	0.01%	217
2022 Q1	$43K	Hold	773	–	–	0.01%	197
2021 Q4	$46K	Buy	+773	New	+$47.7K	0.01%	193

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Surevest's IEMG Position: Q3 2022 in Review

Surevest held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2022 at 773 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #210.

Surevest first reported a position in IEMG in Q4 2021 and has held it in 4 quarters since. The position peaked at $46K in Q4 2021. 1,370 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Surevest held 773 shares of iShares Core MSCI Emerging Markets ETF worth $33K as of Q3 2022.
Surevest left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2022.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #210 holding.
Surevest first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's iShares Core MSCI Emerging Markets ETF position peaked at $46K in Q4 2021.
1,370 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.