T
IEMG icon

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

TCWP’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 		– Sell
-6,339
Closed -$339K – 26
2024
Q2 		$339K Buy
+6,339
New +$334K 0.83% 39
2023
Q3 		– Sell
-180,042
Closed -$8.87M – 136
2023
Q2 		$8.87M Sell
180,042
-102,381
-36% -$5M 1.9% 12
2023
Q1 		$13.8M Buy
282,423
+175,942
+165% +$8.63M 2.61% 4
2022
Q4 		$4.98M Sell
106,481
-6,083
-5% -$277K 1.01% 26
2022
Q3 		$4.84M Sell
112,564
-8,522
-7% -$408K 1.03% 21
2022
Q2 		$5.94M Sell
121,086
-8,674
-7% -$448K 1.26% 18
2022
Q1 		$7.21M Sell
129,760
-35,571
-22% -$2.06M 1.31% 12
2021
Q4 		$9.9M Buy
+165,331
New +$10.2M 1.96% 9

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCWP's IEMG Position: Q3 2024 in Review

TCWP sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 6,339 shares — an estimated $339K sold.

TCWP first reported a position in IEMG in Q4 2021 and held it in 8 quarters. The position peaked at $13.8M in Q1 2023. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • TCWP reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 6,339 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $339K.
  • TCWP first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 8 quarters.
  • TCWP's iShares Core MSCI Emerging Markets ETF position peaked at $13.8M in Q1 2023.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.