WC Walker & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

WC Walker & Associates’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 Q4	$1.88M	Sell	38,996 -1,748	-4%	-$79.5K	1%	30
2022 Q3	$1.75M	Sell	40,744 -2,878	-7%	-$138K	0.99%	30
2022 Q2	$2.07M	Sell	43,622 -1,589	-4%	-$82.1K	1.21%	29
2022 Q1	$2.5M	Buy	45,211 +1,969	+5%	+$114K	1.29%	27
2021 Q4	$2.65M	Sell	43,242 -1,522	-3%	-$93.9K	1.31%	26
2021 Q3	$2.77M	Buy	44,764 +1,591	+4%	+$101K	1.48%	22
2021 Q2	$2.88M	Buy	43,173 +3,946	+10%	+$260K	1.51%	23
2021 Q1	$2.57M	Buy	39,227 +889	+2%	+$58.5K	1.46%	23
2020 Q4	$2.65M	Buy	+38,338	New	+$2.21M	1.52%	21

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WC Walker & Associates's IEMG Position: Q4 2022 in Review

WC Walker & Associates reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.3% in Q4 2022, selling an estimated $79.5K and leaving 38,996 shares worth $1.88M. The position accounts for 1% of the portfolio, ranked #30.

WC Walker & Associates first reported a position in IEMG in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.88M in Q2 2021. 1,451 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

WC Walker & Associates held 38,996 shares of iShares Core MSCI Emerging Markets ETF worth $1.88M as of Q4 2022.
WC Walker & Associates sold 1,748 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $79.5K.
iShares Core MSCI Emerging Markets ETF made up 1% of WC Walker & Associates's portfolio in Q4 2022, its #30 holding.
WC Walker & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $2.88M in Q2 2021.
1,451 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.