Wade Financial Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wade Financial Advisory’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	$1.62M	Buy	29,958 +1,608	+6%	+$86.6K	0.55%	28
2024 Q4	$1.48M	Sell	28,350 -171	-0.6%	-$9.47K	0.5%	30
2024 Q3	$1.64M	Sell	28,521 -673	-2%	-$36.4K	0.55%	29
2024 Q2	$1.56M	Sell	29,194 -3,859	-12%	-$203K	0.56%	28
2024 Q1	$1.71M	Sell	33,053 -13,097	-28%	-$656K	0.62%	29
2023 Q4	$2.33M	Buy	46,150 +1,223	+3%	+$59.2K	0.88%	26
2023 Q3	$2.14M	Sell	44,927 -74	-0.2%	-$3.66K	0.92%	26
2023 Q2	$2.22M	Sell	45,001 -1,510	-3%	-$73.7K	0.88%	27
2023 Q1	$2.27M	Sell	46,511 -2,327	-5%	-$114K	0.95%	28
2022 Q4	$2.28M	Buy	48,838 +33,602	+221%	+$1.53M	1.03%	27
2022 Q3	$655K	Sell	15,236 -31,042	-67%	-$1.49M	0.33%	41
2022 Q2	$2.27M	Buy	46,278 +31,138	+206%	+$1.61M	1.08%	28
2022 Q1	$841K	Buy	15,140 +8,113	+115%	+$469K	0.36%	40
2021 Q4	$421K	Hold	7,027	–	–	0.22%	50
2021 Q3	$434K	Sell	7,027 -25	-0.4%	-$1.59K	0.24%	49
2021 Q2	$472K	Buy	7,052 +31	+0.4%	+$2.04K	0.26%	48
2021 Q1	$452K	Hold	7,021	–	–	0.29%	46
2020 Q4	$436K	Hold	7,021	–	–	0.29%	46
2020 Q3	$371K	Sell	7,021 -40	-0.6%	-$2.1K	0.29%	49
2020 Q2	$336K	Buy	7,061 +275	+4%	+$12.3K	0.29%	51
2020 Q1	$275K	Buy	+6,786	New	+$333K	0.27%	52

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

Wade Financial Advisory's IEMG Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.7% in Q1 2025, buying an estimated $86.6K and bringing the position to 29,958 shares worth $1.62M. The position accounts for 0.55% of the portfolio, ranked #28.

Wade Financial Advisory first reported a position in IEMG in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.33M in Q4 2023. 1,844 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

Wade Financial Advisory held 29,958 shares of iShares Core MSCI Emerging Markets ETF worth $1.62M as of Q1 2025.
Wade Financial Advisory bought 1,608 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $86.6K.
iShares Core MSCI Emerging Markets ETF made up 0.55% of Wade Financial Advisory's portfolio in Q1 2025, its #28 holding.
Wade Financial Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 21 quarters since.
Wade Financial Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $2.33M in Q4 2023.
1,844 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.