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

Wealthsimple’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 		$516K Sell
11,994
-509
-4% -$24.4K 0.02% 22
2022
Q2 		$613K Buy
12,503
+117
+0.9% +$6.05K 0.02% 20
2022
Q1 		$688K Buy
12,386
+516
+4% +$29.8K 0.02% 18
2021
Q4 		$711K Buy
+11,870
New +$732K 0.02% 17

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthsimple's IEMG Position: Q3 2022 in Review

Wealthsimple reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.1% in Q3 2022, selling an estimated $24.4K and leaving 11,994 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #22.

Wealthsimple first reported a position in IEMG in Q4 2021 and has held it in 4 quarters since. The position peaked at $711K in Q4 2021. 1,370 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

  • Wealthsimple held 11,994 shares of iShares Core MSCI Emerging Markets ETF worth $516K as of Q3 2022.
  • Wealthsimple sold 509 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $24.4K.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Wealthsimple's portfolio in Q3 2022, its #22 holding.
  • Wealthsimple first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's iShares Core MSCI Emerging Markets ETF position peaked at $711K in Q4 2021.
  • 1,370 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.