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United Asset Strategies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-20,713
Closed -$967K – 231
2022
Q4 		$967K Sell
20,713
-2,206
-10% -$100K 0.13% 140
2022
Q3 		$985K Sell
22,919
-7,547
-25% -$362K 0.15% 126
2022
Q2 		$1.5M Sell
30,466
-9,954
-25% -$514K 0.22% 90
2022
Q1 		$2.25M Sell
40,420
-11,118
-22% -$642K 0.29% 74
2021
Q4 		$3.08M Sell
51,538
-110,631
-68% -$6.83M 0.37% 65
2021
Q3 		$10M Buy
162,169
+7,626
+5% +$485K 1.29% 29
2021
Q2 		$10.4M Buy
154,543
+1,751
+1% +$115K 1.38% 27
2021
Q1 		$9.83M Sell
152,792
-65
-0% -$4.28K 1.43% 26
2020
Q4 		$9.48M Buy
152,857
+3,239
+2% +$187K 1.49% 21
2020
Q3 		$7.9M Buy
149,618
+7,783
+5% +$408K 1.45% 24
2020
Q2 		$6.75M Sell
141,835
-10,830
-7% -$483K 1.33% 25
2020
Q1 		$6.18M Buy
152,665
+128,468
+531% +$6.31M 1.53% 20
2019
Q4 		$1.3M Buy
24,197
+1,407
+6% +$72.5K 0.25% 88
2019
Q3 		$1.12M Sell
22,790
-1,345
-6% -$66.7K 0.24% 92
2019
Q2 		$1.24M Buy
24,135
+1,370
+6% +$70K 0.29% 86
2019
Q1 		$1.18M Buy
+22,765
New +$1.15M 0.28% 91

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Asset Strategies's IEMG Position: Q1 2023 in Review

United Asset Strategies sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 20,713 shares — an estimated $967K sold.

United Asset Strategies first reported a position in IEMG in Q1 2019 and held it in 16 quarters. The position peaked at $10.4M in Q2 2021. 1,527 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

  • United Asset Strategies reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • United Asset Strategies sold 20,713 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $967K.
  • United Asset Strategies first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and held it in 16 quarters.
  • United Asset Strategies's iShares Core MSCI Emerging Markets ETF position peaked at $10.4M in Q2 2021.
  • 1,527 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on United Asset Strategies's 13F filing for Q1 2023, filed 25 Apr 2023.