Sweet Financial Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sweet Financial Partners’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 Q3	$2.91M	Buy	50,750 +246	+0.5%	+$13.3K	0.63%	32
2024 Q2	$2.7M	Hold	50,504	–	–	0.62%	34
2024 Q1	$2.61M	Hold	50,504	–	–	0.6%	37
2023 Q4	$2.55M	Buy	50,504 +14,555	+40%	+$705K	0.61%	32
2023 Q3	$1.71M	Hold	35,949	–	–	0.45%	47
2023 Q2	$1.77M	Hold	35,949	–	–	0.46%	47
2023 Q1	$1.75M	Buy	+35,949	New	+$1.76M	0.49%	34
2022 Q4	–	Sell	-6,974	Closed	-$300K	–	170
2022 Q3	$300K	Hold	6,974	–	–	0.1%	129
2022 Q2	$342K	Sell	6,974 -862	-11%	-$44.5K	0.11%	119
2022 Q1	$435K	Buy	7,836 +774	+11%	+$44.7K	0.12%	106
2021 Q4	$423K	Buy	+7,062	New	+$436K	0.18%	84

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sweet Financial Partners's IEMG Position: Q3 2024 in Review

Sweet Financial Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.49% in Q3 2024, buying an estimated $13.3K and bringing the position to 50,750 shares worth $2.91M. The position accounts for 0.63% of the portfolio, ranked #32.

Sweet Financial Partners first reported a position in IEMG in Q4 2021 and has held it in 11 quarters since. 1,734 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Sweet Financial Partners held 50,750 shares of iShares Core MSCI Emerging Markets ETF worth $2.91M as of Q3 2024.
Sweet Financial Partners bought 246 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $13.3K.
iShares Core MSCI Emerging Markets ETF made up 0.63% of Sweet Financial Partners's portfolio in Q3 2024, its #32 holding.
Sweet Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 11 quarters since.
1,734 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.