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

TRUADVICE’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	$821K	Sell	17,093 -8,361	-33%	-$414K	0.32%	90
2023 Q2	$1.27M	Sell	25,454 -13,617	-35%	-$665K	0.47%	63
2023 Q1	$1.9M	Sell	39,071 -175	-0.4%	-$8.59K	0.75%	33
2022 Q4	$1.98M	Buy	+39,246	New	+$1.78M	1.04%	25
2021 Q3	–	Sell	-20,024	Closed	-$1.24M	–	197
2021 Q2	$1.24M	Buy	20,024 +13,681	+216%	+$901K	0.27%	92
2021 Q1	$422K	Sell	6,343 -775	-11%	-$51K	0.12%	159
2020 Q4	$463K	Buy	7,118 +852	+14%	+$49.1K	0.14%	148
2020 Q3	$338K	Buy	+6,266	New	+$329K	0.14%	140

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 $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B 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 $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRUADVICE's IEMG Position: Q3 2023 in Review

TRUADVICE reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 33% in Q3 2023, selling an estimated $414K and leaving 17,093 shares worth $821K. The position accounts for 0.32% of the portfolio, ranked #90.

TRUADVICE first reported a position in IEMG in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2022. 1,548 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

TRUADVICE held 17,093 shares of iShares Core MSCI Emerging Markets ETF worth $821K as of Q3 2023.
TRUADVICE sold 8,361 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $414K.
iShares Core MSCI Emerging Markets ETF made up 0.32% of TRUADVICE's portfolio in Q3 2023, its #90 holding.
TRUADVICE first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and has held it in 8 quarters since.
TRUADVICE's iShares Core MSCI Emerging Markets ETF position peaked at $1.98M in Q4 2022.
1,548 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.