Ten Capital Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	$2.65M	Buy	53,807 +16,673	+45%	+$814K	0.77%	19
2023 Q1	$1.81M	Buy	37,134 +1,368	+4%	+$67.1K	0.59%	25
2022 Q4	$1.67M	Buy	35,766 +5,242	+17%	+$238K	0.67%	27
2022 Q3	$1.31M	Buy	30,524 +1,151	+4%	+$55.2K	0.6%	29
2022 Q2	$1.44M	Sell	29,373 -6,611	-18%	-$342K	0.63%	28
2022 Q1	$2M	Buy	35,984 +18,319	+104%	+$1.06M	0.83%	25
2021 Q4	$1.06M	Buy	17,665 +1,314	+8%	+$81.1K	0.43%	30
2021 Q3	$1.01M	Buy	16,351 +14,824	+971%	+$944K	0.47%	28
2021 Q2	$102K	Buy	1,527 +913	+149%	+$60.2K	0.02%	147
2021 Q1	$39K	Buy	614 +463	+307%	+$30.5K	0.01%	184
2020 Q4	$9K	Buy	+151	New	+$8.71K	﹤0.01%	265

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

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ten Capital Wealth Advisors's IEMG Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 45% in Q2 2023, buying an estimated $814K and bringing the position to 53,807 shares worth $2.65M. The position accounts for 0.77% of the portfolio, ranked #19.

Ten Capital Wealth Advisors first reported a position in IEMG in Q4 2020 and has held it in 11 quarters since. 1,557 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

Ten Capital Wealth Advisors held 53,807 shares of iShares Core MSCI Emerging Markets ETF worth $2.65M as of Q2 2023.
Ten Capital Wealth Advisors bought 16,673 iShares Core MSCI Emerging Markets ETF shares in Q2 2023, an estimated $814K.
iShares Core MSCI Emerging Markets ETF made up 0.77% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #19 holding.
Ten Capital Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 11 quarters since.
1,557 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.