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

Veritable’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	–	Sell	-388,944	Closed	-$19.2M	–	376
2023 Q2	$19.2M	Sell	388,944 -47,632	-11%	-$2.33M	0.3%	39
2023 Q1	$21.3M	Buy	436,576 +3,637	+0.8%	+$178K	0.35%	32
2022 Q4	$20.2M	Sell	432,939 -959	-0.2%	-$43.6K	0.35%	32
2022 Q3	$18.6M	Buy	433,898 +7,202	+2%	+$345K	0.36%	30
2022 Q2	$20.9M	Sell	426,696 -129,400	-23%	-$6.69M	0.38%	33
2022 Q1	$30.9M	Buy	556,096 +4,014	+0.7%	+$232K	0.47%	23
2021 Q4	$33M	Sell	552,082 -4,815	-0.9%	-$297K	0.49%	24
2021 Q3	$34.4M	Buy	556,897 +13	+0%	+$828	0.55%	22
2021 Q2	$37.3M	Sell	556,884 -1,628	-0.3%	-$107K	0.6%	20
2021 Q1	$35.9M	Sell	558,512 -2,458	-0.4%	-$162K	0.61%	19
2020 Q4	$34.8M	Buy	560,970 +1,436	+0.3%	+$82.8K	0.64%	21
2020 Q3	$29.5M	Sell	559,534 -10,869	-2%	-$570K	0.59%	23
2020 Q2	$27.2M	Sell	570,403 -19,750	-3%	-$881K	0.59%	23
2020 Q1	$23.9M	Buy	590,153 +483,551	+454%	+$23.7M	0.58%	24
2019 Q4	$5.73M	Buy	106,602 +77,372	+265%	+$3.99M	0.11%	115
2019 Q3	$1.43M	Hold	29,230	–	–	0.03%	272
2019 Q2	$1.5M	Sell	29,230 -86	-0.3%	-$4.39K	0.03%	261
2019 Q1	$1.52M	Buy	29,316 +3,060	+12%	+$155K	0.03%	258
2018 Q4	$1.24M	Sell	26,256 -3,607	-12%	-$174K	0.03%	281
2018 Q3	$1.55M	Sell	29,863 -1,095	-4%	-$57.1K	0.03%	265
2018 Q2	$1.63M	Buy	30,958 +3,068	+11%	+$172K	0.03%	244
2018 Q1	$1.63M	Buy	27,890 +420	+2%	+$24.8K	0.04%	242
2017 Q4	$1.56M	Sell	27,470 -610	-2%	-$34.1K	0.03%	255
2017 Q3	$1.52M	Buy	28,080 +22,198	+377%	+$1.18M	0.03%	274
2017 Q2	$294K	Buy	5,882 +314	+6%	+$15.5K	0.01%	630
2017 Q1	$266K	Buy	+5,568	New	+$256K	0.01%	639
2014 Q1	–	Sell	-4,698	Closed	-$234K	–	952
2013 Q4	$234K	Sell	4,698 -58	-1%	-$2.89K	0.01%	796
2013 Q3	$231K	Buy	+4,756	New	+$224K	0.01%	807

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

Veritable's IEMG Position: Q3 2023 in Review

Veritable sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 388,944 shares — an estimated $19.2M sold.

Veritable first reported a position in IEMG in Q3 2013 and held it in 28 quarters. The position peaked at $37.3M in Q2 2021. 1,549 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Veritable reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 388,944 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $19.2M.
Veritable first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2013 and held it in 28 quarters.
Veritable's iShares Core MSCI Emerging Markets ETF position peaked at $37.3M in Q2 2021.
1,549 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.