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Whitegate Investment Counselors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Whitegate Investment Counselors’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
Q1 		– Sell
-10,696
Closed -$500K – 63
2022
Q4 		$500K Buy
10,696
+149
+1% +$6.78K 0.17% 47
2022
Q3 		$453K Sell
10,547
-1
-0% -$48 0.17% 45
2022
Q2 		$517K Buy
10,548
+131
+1% +$6.77K 0.19% 45
2022
Q1 		$579K Hold
10,417
– – 0.18% 42
2021
Q4 		$624K Sell
10,417
-5,635
-35% -$348K 0.18% 41
2021
Q3 		$991K Buy
16,052
+66
+0.4% +$4.2K 0.14% 120
2021
Q2 		$1.07M Sell
15,986
-20
-0.1% -$1.32K 0.15% 115
2021
Q1 		$1.03M Buy
16,006
+1,261
+9% +$83K 0.16% 110
2020
Q4 		$915K Buy
14,745
+75
+0.5% +$4.32K 0.15% 112
2020
Q3 		$775K Buy
14,670
+1,750
+14% +$91.7K 0.14% 116
2020
Q2 		$615K Sell
12,920
-452
-3% -$20.2K 0.12% 125
2020
Q1 		$541K Sell
13,372
-45
-0.3% -$2.21K 0.13% 122
2019
Q4 		$721K Buy
13,417
+302
+2% +$15.6K 0.13% 125
2019
Q3 		$643K Buy
13,115
+350
+3% +$17.4K 0.13% 128
2019
Q2 		$657K Sell
12,765
-4,009
-24% -$205K 0.13% 122
2019
Q1 		$867K Hold
16,774
– – 0.18% 104
2018
Q4 		$791K Sell
16,774
-2,816
-14% -$136K 0.18% 105
2018
Q3 		$1.01M Buy
19,590
+530
+3% +$27.7K 0.21% 101
2018
Q2 		$1M Buy
19,060
+12,146
+176% +$681K 0.2% 100
2018
Q1 		$404K Buy
+6,914
New +$409K 0.09% 138

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Whitegate Investment Counselors's IEMG Position: Q1 2023 in Review

Whitegate Investment Counselors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2023, closing a stake of 10,696 shares — an estimated $500K sold.

Whitegate Investment Counselors first reported a position in IEMG in Q1 2018 and held it in 20 quarters. The position peaked at $1.07M in Q2 2021. 1,526 funds tracked by Wall St. Rank hold IEMG as of Q1 2023.

  • Whitegate Investment Counselors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Whitegate Investment Counselors sold 10,696 iShares Core MSCI Emerging Markets ETF shares in Q1 2023, an estimated $500K.
  • Whitegate Investment Counselors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 20 quarters.
  • Whitegate Investment Counselors's iShares Core MSCI Emerging Markets ETF position peaked at $1.07M in Q2 2021.
  • 1,526 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2023.

Based on Whitegate Investment Counselors's 13F filing for Q1 2023, filed 4 May 2023.