Van Hulzen Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-1,552	Closed	-$81.1K	–	663
2024 Q4	$81.1K	Buy	+1,552	New	+$85.9K	0.01%	430
2021 Q1	–	Sell	-101,940	Closed	-$6.32M	–	290
2020 Q4	$6.32M	Sell	101,940 -2,223	-2%	-$128K	0.96%	36
2020 Q3	$5.5M	Buy	104,163 +2,913	+3%	+$153K	0.83%	41
2020 Q2	$4.82M	Sell	101,250 -19,149	-16%	-$855K	0.72%	42
2020 Q1	$4.87M	Buy	120,399 +85,356	+244%	+$4.19M	1.05%	30
2019 Q4	$1.88M	Buy	35,043 +13,216	+61%	+$681K	0.36%	65
2019 Q3	$1.07M	Sell	21,827 -1,040	-5%	-$51.6K	0.23%	82
2019 Q2	$1.18M	Sell	22,867 -2,239	-9%	-$114K	0.26%	76
2019 Q1	$1.3M	Sell	25,106 -462	-2%	-$23.4K	0.35%	66
2018 Q4	$1.21M	Sell	25,568 -53,330	-68%	-$2.58M	0.35%	68
2018 Q3	$4.08M	Buy	+78,898	New	+$4.12M	1.09%	31

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Van Hulzen Asset Management's IEMG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 1,552 shares — an estimated $81.1K sold.

Van Hulzen Asset Management first reported a position in IEMG in Q3 2018 and held it in 11 quarters. The position peaked at $6.32M in Q4 2020. 1,845 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,552 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $81.1K.
Van Hulzen Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and held it in 11 quarters.
Van Hulzen Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $6.32M in Q4 2020.
1,845 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.