Tyler-Stone Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-291	Closed	-$15.6K	–	597
2024 Q2	$15.6K	Hold	291	–	–	0.01%	571
2024 Q1	$15K	Hold	291	–	–	0.01%	579
2023 Q4	$14.7K	Hold	291	–	–	0.01%	563
2023 Q3	$14K	Hold	291	–	–	0.01%	540
2023 Q2	$14K	Buy	+291	New	+$14.2K	0.01%	542
2022 Q4	$14K	Hold	291	–	–	0.01%	498
2022 Q3	$13K	Hold	291	–	–	0.01%	500
2022 Q2	$14K	Buy	291 +42	+17%	+$2.17K	0.01%	505
2022 Q1	$14K	Hold	249	–	–	0.01%	518
2021 Q4	$15K	Buy	+249	New	+$15.4K	0.01%	528

Other funds holding IEMG

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

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

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Tyler-Stone Wealth Management's IEMG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2024, closing a stake of 291 shares — an estimated $15.6K sold.

Tyler-Stone Wealth Management first reported a position in IEMG in Q4 2021 and held it in 10 quarters. The position peaked at $15.6K in Q2 2024. 1,736 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 291 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $15.6K.
Tyler-Stone Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $15.6K in Q2 2024.
1,736 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.