Valley Wealth Managers’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Valley Wealth Managers’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
2025 Q1	–	Sell	-446	Closed	-$23.3K	–	393
2024 Q4	$23.3K	Buy	446 +15	+3%	+$831	﹤0.01%	254
2024 Q3	$24.7K	Sell	431 -183	-30%	-$9.91K	﹤0.01%	258
2024 Q2	$32.9K	Hold	614	–	–	﹤0.01%	237
2024 Q1	$31.7K	Hold	614	–	–	﹤0.01%	228
2023 Q4	$31.1K	Hold	614	–	–	﹤0.01%	231
2023 Q3	$29.2K	Hold	614	–	–	﹤0.01%	242
2023 Q2	$30.3K	Hold	614	–	–	﹤0.01%	230
2023 Q1	$30K	Sell	614 -1,221	-67%	-$59.9K	﹤0.01%	238
2022 Q4	$85.7K	Hold	1,835	–	–	0.01%	197
2022 Q3	$79K	Sell	1,835 -241	-12%	-$11.6K	0.01%	217
2022 Q2	$102K	Buy	+2,076	New	+$107K	0.01%	220
2021 Q4	–	Sell	-4,200	Closed	-$259K	–	194
2021 Q3	$259K	Sell	4,200 -2,850	-40%	-$181K	0.02%	166
2021 Q2	$472K	Buy	+7,050	New	+$465K	0.04%	132

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Valley Wealth Managers's IEMG Position: Q1 2025 in Review

Valley Wealth Managers sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 446 shares — an estimated $23.3K sold.

Valley Wealth Managers first reported a position in IEMG in Q2 2021 and held it in 13 quarters. The position peaked at $472K in Q2 2021. 1,853 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

Valley Wealth Managers reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Valley Wealth Managers sold 446 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $23.3K.
Valley Wealth Managers first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and held it in 13 quarters.
Valley Wealth Managers's iShares Core MSCI Emerging Markets ETF position peaked at $472K in Q2 2021.
1,853 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.