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Waypoint Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Waypoint Wealth Partners’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
2022
Q3 		– Sell
-4,296
Closed -$211K – 66
2022
Q2 		$211K Sell
4,296
-783
-15% -$40.5K 0.08% 59
2022
Q1 		$282K Buy
+5,079
New +$293K 0.1% 41

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Waypoint Wealth Partners's IEMG Position: Q3 2022 in Review

Waypoint Wealth Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2022, closing a stake of 4,296 shares — an estimated $211K sold.

Waypoint Wealth Partners first reported a position in IEMG in Q1 2022 and held it in 2 quarters. The position peaked at $282K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

  • Waypoint Wealth Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Waypoint Wealth Partners sold 4,296 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $211K.
  • Waypoint Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and held it in 2 quarters.
  • Waypoint Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $282K in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Waypoint Wealth Partners's 13F filing for Q3 2022, filed 26 Oct 2022.