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

TimeScale Financial’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	$405K	Buy	8,213 +1,675	+26%	+$81.8K	0.09%	55
2023 Q1	$319K	Buy	6,538 +6,497	+15,846%	+$319K	0.07%	64
2022 Q4	$1.76K	Hold	41	–	–	﹤0.01%	470
2022 Q3	$2K	Sell	41 -203	-83%	-$9.73K	﹤0.01%	456
2022 Q2	$12K	Hold	244	–	–	﹤0.01%	266
2022 Q1	$14K	Hold	244	–	–	﹤0.01%	264
2021 Q4	$15K	Buy	244 +41	+20%	+$2.53K	﹤0.01%	258
2021 Q3	$13K	Hold	203	–	–	﹤0.01%	278
2021 Q2	$14K	Buy	+203	New	+$13.4K	﹤0.01%	275
2021 Q1	–	Sell	-175	Closed	-$11K	–	524
2020 Q4	$11K	Hold	175	–	–	﹤0.01%	271
2020 Q3	$9K	Hold	175	–	–	﹤0.01%	298
2020 Q2	$9K	Buy	+175	New	+$7.81K	﹤0.01%	301
2020 Q1	–	Sell	-1,838	Closed	-$90.3K	–	462
2019 Q4	$98K	Hold	1,838	–	–	0.03%	119
2019 Q3	$90K	Hold	1,838	–	–	0.03%	125
2019 Q2	$95K	Buy	+1,838	New	+$93.9K	0.04%	129

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

TimeScale Financial's IEMG Position: Q2 2023 in Review

TimeScale Financial increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 26% in Q2 2023, buying an estimated $81.8K and bringing the position to 8,213 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #55.

TimeScale Financial first reported a position in IEMG in Q2 2019 and has held it in 15 quarters since. 1,557 funds tracked by Wall St. Rank hold IEMG as of Q2 2023.

TimeScale Financial held 8,213 shares of iShares Core MSCI Emerging Markets ETF worth $405K as of Q2 2023.
TimeScale Financial bought 1,675 iShares Core MSCI Emerging Markets ETF shares in Q2 2023, an estimated $81.8K.
iShares Core MSCI Emerging Markets ETF made up 0.09% of TimeScale Financial's portfolio in Q2 2023, its #55 holding.
TimeScale Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2019 and has held it in 15 quarters since.
1,557 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.