Wellington Wealth Strategies’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wellington Wealth Strategies’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
2024 Q4	$1.33M	Buy	24,349 +3,407	+16%	+$189K	1.21%	30
2024 Q3	$1.16M	Buy	+20,942	New	+$1.13M	0.88%	31
2024 Q2	–	Sell	-16,323	Closed	-$842K	–	108
2024 Q1	$842K	Sell	16,323 -9,289	-36%	-$465K	0.39%	68
2023 Q4	$1.3M	Buy	+25,612	New	+$1.24M	1.1%	29
2020 Q4	$1.3M	Buy	+25,612	New	+$1.48M	1.1%	29

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wellington Wealth Strategies's IEMG Position: Q4 2024 in Review

Wellington Wealth Strategies increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 16% in Q4 2024, buying an estimated $189K and bringing the position to 24,349 shares worth $1.33M. The position accounts for 1.21% of the portfolio, ranked #30.

Wellington Wealth Strategies first reported a position in IEMG in Q4 2020 and has held it in 5 quarters since. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

Wellington Wealth Strategies held 24,349 shares of iShares Core MSCI Emerging Markets ETF worth $1.33M as of Q4 2024.
Wellington Wealth Strategies bought 3,407 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $189K.
iShares Core MSCI Emerging Markets ETF made up 1.21% of Wellington Wealth Strategies's portfolio in Q4 2024, its #30 holding.
Wellington Wealth Strategies first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 5 quarters since.
1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.