Welch & Forbes’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Welch & Forbes’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	-5,986	Closed	-$295K	–	373
2023 Q2	$295K	Buy	+5,986	New	+$292K	﹤0.01%	335

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Welch & Forbes's IEMG Position: Q3 2023 in Review

Welch & Forbes sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 5,986 shares — an estimated $295K sold.

Welch & Forbes first reported a position in IEMG in Q2 2023 and held it in 1 quarter. The position peaked at $295K in Q2 2023. 1,550 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Welch & Forbes reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Welch & Forbes sold 5,986 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $295K.
Welch & Forbes first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and held it in 1 quarter.
Welch & Forbes's iShares Core MSCI Emerging Markets ETF position peaked at $295K in Q2 2023.
1,550 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

Based on Welch & Forbes's 13F filing for Q3 2023, filed 3 Nov 2023.