Ziegler Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Ziegler Capital 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 Q1	$776K	Sell	15,033 -98	-0.6%	-$4.91K	0.03%	310
2023 Q4	$765K	Hold	15,131	–	–	0.03%	313
2023 Q3	$720K	Hold	15,131	–	–	0.03%	303
2023 Q2	$746K	Hold	15,131	–	–	0.03%	310
2023 Q1	$738K	Hold	15,131	–	–	0.03%	322
2022 Q4	$707K	Hold	15,131	–	–	0.03%	326
2022 Q3	$650K	Hold	15,131	–	–	0.03%	331
2022 Q2	$742K	Buy	15,131 +98	+0.7%	+$5.06K	0.03%	333
2022 Q1	$835K	Hold	15,033	–	–	0.04%	317
2021 Q4	$900K	Hold	15,033	–	–	0.03%	330
2021 Q3	$928K	Buy	+15,033	New	+$957K	0.03%	337

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

Ziegler Capital Management's IEMG Position: Q1 2024 in Review

Ziegler Capital Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.65% in Q1 2024, selling an estimated $4.91K and leaving 15,033 shares worth $776K. The position accounts for 0.03% of the portfolio, ranked #310.

Ziegler Capital Management first reported a position in IEMG in Q3 2021 and has held it in 11 quarters since. The position peaked at $928K in Q3 2021. 1,652 funds tracked by Wall St. Rank hold IEMG as of Q1 2024.

Ziegler Capital Management held 15,033 shares of iShares Core MSCI Emerging Markets ETF worth $776K as of Q1 2024.
Ziegler Capital Management sold 98 iShares Core MSCI Emerging Markets ETF shares in Q1 2024, an estimated $4.91K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Ziegler Capital Management's portfolio in Q1 2024, its #310 holding.
Ziegler Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2021 and has held it in 11 quarters since.
Ziegler Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $928K in Q3 2021.
1,652 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.