Syntal Capital Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Syntal Capital 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 Q1	$502K	Buy	+9,734	New	+$487K	5.01%	10
2023 Q4	–	Sell	-4,975	Closed	-$237K	–	53
2023 Q3	$237K	Hold	4,975	–	–	0.18%	93
2023 Q2	$245K	Sell	4,975 -73	-1%	-$3.56K	0.1%	98
2023 Q1	$246K	Hold	5,048	–	–	0.09%	105
2022 Q4	$236K	Sell	5,048 -519	-9%	-$23.6K	0.09%	87
2022 Q3	$239K	Sell	5,567 -111,629	-95%	-$5.35M	0.1%	84
2022 Q2	$5.75M	Sell	117,196 -3,136	-3%	-$162K	2.54%	8
2022 Q1	$6.68M	Buy	120,332 +5,033	+4%	+$291K	2.61%	6
2021 Q4	$6.9M	Sell	115,299 -1,275	-1%	-$78.7K	2.96%	6
2021 Q3	$7.2M	Sell	116,574 -21,239	-15%	-$1.35M	2.49%	8
2021 Q2	$9.23M	Buy	137,813 +5,175	+4%	+$341K	3.25%	5
2021 Q1	$8.54M	Buy	+132,638	New	+$8.73M	3.23%	5
2019 Q3	–	Sell	-5,663	Closed	-$291K	–	257
2019 Q2	$291K	Sell	5,663 -4,614	-45%	-$236K	0.06%	208
2019 Q1	$531K	Buy	+10,277	New	+$520K	0.24%	67
2018 Q1	–	Sell	-64,966	Closed	-$3.7M	–	162
2017 Q4	$3.7M	Buy	+64,966	New	+$3.63M	1.13%	16

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Syntal Capital Partners's IEMG Position: Q1 2024 in Review

Syntal Capital Partners opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2024: 9,734 shares worth $502K. The stake represents 5.01% of the portfolio and ranks #10 among its holdings. This is a return to the name: Syntal Capital Partners previously reported a position in IEMG as recently as Q3 2023.

Syntal Capital Partners first reported a position in IEMG in Q4 2017 and has held it in 15 quarters since. The position peaked at $9.23M in Q2 2021. 1,652 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

Syntal Capital Partners held 9,734 shares of iShares Core MSCI Emerging Markets ETF worth $502K as of Q1 2024.
iShares Core MSCI Emerging Markets ETF was a new Syntal Capital Partners position in Q1 2024.
iShares Core MSCI Emerging Markets ETF made up 5.01% of Syntal Capital Partners's portfolio in Q1 2024, its #10 holding.
Syntal Capital Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 15 quarters since.
Syntal Capital Partners's iShares Core MSCI Emerging Markets ETF position peaked at $9.23M in Q2 2021.
1,652 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Syntal Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.