WR Wealth Planners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

WR Wealth Planners’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	$228K	Sell	4,368 -5,102	-54%	-$283K	0.07%	144
2024 Q3	$544K	Buy	9,470 +1,600	+20%	+$86.6K	0.15%	100
2024 Q2	$421K	Sell	7,870 -208	-3%	-$11K	0.13%	108
2024 Q1	$417K	Sell	8,078 -7,577	-48%	-$379K	0.13%	107
2023 Q4	$792K	Sell	15,655 -540	-3%	-$26.2K	0.29%	58
2023 Q3	$771K	Sell	16,195 -10,686	-40%	-$529K	0.29%	57
2023 Q2	$1.32M	Sell	26,881 -22	-0.1%	-$1.07K	0.51%	36
2023 Q1	$1.31M	Buy	+26,903	New	+$1.32M	0.57%	35

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

WR Wealth Planners's IEMG Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 54% in Q4 2024, selling an estimated $283K and leaving 4,368 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #144.

WR Wealth Planners first reported a position in IEMG in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.32M in Q2 2023. 1,835 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

WR Wealth Planners held 4,368 shares of iShares Core MSCI Emerging Markets ETF worth $228K as of Q4 2024.
WR Wealth Planners sold 5,102 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $283K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #144 holding.
WR Wealth Planners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 8 quarters since.
WR Wealth Planners's iShares Core MSCI Emerging Markets ETF position peaked at $1.32M in Q2 2023.
1,835 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.