Western Pacific Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Western Pacific Wealth Management’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 Q2	–	Sell	-585	Closed	-$30.2K	–	262
2024 Q1	$30.2K	Buy	585 +505	+631%	+$25.3K	0.02%	165
2023 Q4	$4.02K	Buy	80 +2	+3%	+$97	﹤0.01%	208
2023 Q3	$3.71K	Hold	78	–	–	﹤0.01%	233
2023 Q2	$3.85K	Hold	78	–	–	﹤0.01%	240
2023 Q1	$3.81K	Hold	78	–	–	﹤0.01%	245
2022 Q4	$3.64K	Buy	+78	New	+$3.55K	﹤0.01%	244
2022 Q2	–	Sell	-75	Closed	-$4K	–	203
2022 Q1	$4K	Buy	+75	New	+$4.33K	﹤0.01%	184

Other funds holding IEMG

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Western Pacific Wealth Management's IEMG Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2024, closing a stake of 585 shares — an estimated $30.2K sold.

Western Pacific Wealth Management first reported a position in IEMG in Q1 2022 and held it in 7 quarters. The position peaked at $30.2K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

Western Pacific Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 585 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $30.2K.
Western Pacific Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and held it in 7 quarters.
Western Pacific Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $30.2K in Q1 2024.
1,706 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.