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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
Shares
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
$1.37T 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
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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