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

WMS Partners’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	-35,803	Closed	-$1.85M	–	274
2024 Q1	$1.85M	Buy	35,803 +1,327	+4%	+$66.5K	0.13%	73
2023 Q4	$1.74M	Hold	34,476	–	–	0.13%	67
2023 Q3	$1.64M	Hold	34,476	–	–	0.13%	73
2023 Q2	$1.7M	Hold	34,476	–	–	0.13%	71
2023 Q1	$1.68M	Buy	34,476 +34	+0.1%	+$1.67K	0.15%	70
2022 Q4	$1.61M	Sell	34,442 -94	-0.3%	-$4.28K	0.16%	70
2022 Q3	$1.48M	Buy	+34,536	New	+$1.66M	0.2%	63
2020 Q4	–	Sell	-7,594	Closed	-$401K	–	244
2020 Q3	$401K	Buy	+7,594	New	+$398K	0.08%	141
2015 Q3	–	Sell	-6,759	Closed	-$325K	–	228
2015 Q2	$325K	Buy	+6,759	New	+$342K	0.04%	216

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 22.96% 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

WMS Partners's IEMG Position: Q2 2024 in Review

WMS Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2024, closing a stake of 35,803 shares — an estimated $1.85M sold.

WMS Partners first reported a position in IEMG in Q2 2015 and held it in 9 quarters. The position peaked at $1.85M in Q1 2024. 1,704 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

WMS Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
WMS Partners sold 35,803 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $1.85M.
WMS Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and held it in 9 quarters.
WMS Partners's iShares Core MSCI Emerging Markets ETF position peaked at $1.85M in Q1 2024.
1,704 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on WMS Partners's 13F filing for Q2 2024, filed 14 Aug 2024.