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

Tiedemann 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 Q3	$307K	Buy	+6,445	New	+$319K	0.01%	217
2023 Q2	–	Sell	-4,920	Closed	-$240K	–	261
2023 Q1	$240K	Sell	4,920 -22	-0.4%	-$1.08K	0.01%	216
2022 Q4	$231K	Buy	+4,942	New	+$225K	0.01%	215
2022 Q2	–	Sell	-9,210	Closed	-$514K	–	267
2022 Q1	$514K	Buy	+9,210	New	+$532K	0.03%	186
2021 Q4	–	Sell	-5,426	Closed	-$335K	–	287
2021 Q3	$335K	Sell	5,426 -23,851	-81%	-$1.52M	0.02%	232
2021 Q2	$1.96M	Sell	29,277 -246	-0.8%	-$16.2K	0.08%	107
2021 Q1	$1.9M	Hold	29,523	–	–	0.08%	106
2020 Q4	$1.83M	Sell	29,523 -5,284	-15%	-$305K	0.09%	104
2020 Q3	$1.84M	Buy	34,807 +776	+2%	+$40.7K	0.09%	133
2020 Q2	$1.62M	Sell	34,031 -5,355	-14%	-$239K	0.09%	126
2020 Q1	$1.59M	Buy	39,386 +4,122	+12%	+$202K	0.1%	115
2019 Q4	$1.9M	Buy	35,264 +3,309	+10%	+$171K	0.09%	117
2019 Q3	$1.57M	Sell	31,955 -4,985	-13%	-$247K	0.08%	137
2019 Q2	$1.9M	Buy	36,940 +2,795	+8%	+$143K	0.1%	110
2019 Q1	$1.76M	Sell	34,145 -11,156	-25%	-$565K	0.08%	146
2018 Q4	$2.14M	Buy	45,301 +9,677	+27%	+$468K	0.11%	126
2018 Q3	$1.84M	Buy	35,624 +3,781	+12%	+$197K	0.11%	116
2018 Q2	$1.67M	Buy	31,843 +27,060	+566%	+$1.52M	0.11%	119
2018 Q1	$279K	Buy	+4,783	New	+$283K	0.02%	231

Other funds holding IEMG

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

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

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

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

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

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

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

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

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

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

Tiedemann Advisors's IEMG Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023: 6,445 shares worth $307K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in IEMG as recently as Q1 2023.

Tiedemann Advisors first reported a position in IEMG in Q1 2018 and has held it in 19 quarters since. The position peaked at $2.14M in Q4 2018. 1,550 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Tiedemann Advisors held 6,445 shares of iShares Core MSCI Emerging Markets ETF worth $307K as of Q3 2023.
iShares Core MSCI Emerging Markets ETF was a new Tiedemann Advisors position in Q3 2023.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #217 holding.
Tiedemann Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 19 quarters since.
Tiedemann Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $2.14M in Q4 2018.
1,550 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.