3D Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

3D Asset 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
2020 Q1	–	Sell	-9,814	Closed	-$528K	–	62
2019 Q4	$528K	Buy	9,814 +159	+2%	+$8.19K	0.12%	38
2019 Q3	$473K	Sell	9,655 -230	-2%	-$11.4K	0.11%	39
2019 Q2	$508K	Sell	9,885 -394	-4%	-$20.1K	0.12%	36
2019 Q1	$532K	Sell	10,279 -4	-0%	-$203	0.13%	34
2018 Q4	$485K	Sell	10,283 -281	-3%	-$13.6K	0.13%	34
2018 Q3	$547K	Sell	10,564 -441	-4%	-$23K	0.12%	35
2018 Q2	$578K	Sell	11,005 -296	-3%	-$16.6K	0.14%	33
2018 Q1	$660K	Sell	11,301 -774	-6%	-$45.8K	0.16%	31
2017 Q4	$687K	Sell	12,075 -1,564	-11%	-$87.3K	0.16%	30
2017 Q3	$737K	Sell	13,639 -1,917	-12%	-$102K	0.18%	29
2017 Q2	$778K	Sell	15,556 -1,892	-11%	-$93.3K	0.2%	29
2017 Q1	$834K	Sell	17,448 -558	-3%	-$25.7K	0.22%	29
2016 Q4	$764K	Buy	18,006 +1,168	+7%	+$51.2K	0.2%	30
2016 Q3	$768K	Sell	16,838 -5,304	-24%	-$236K	0.21%	32
2016 Q2	$926K	Sell	22,142 -5,921	-21%	-$243K	0.26%	31
2016 Q1	$1.17M	Sell	28,063 -393,884	-93%	-$14.9M	0.33%	28
2015 Q4	$16.6M	Sell	421,947 -7,826	-2%	-$326K	4.96%	9
2015 Q3	$17.1M	Buy	429,773 +67,704	+19%	+$2.9M	5.21%	9
2015 Q2	$17.4M	Buy	362,069 +4,677	+1%	+$237K	5.22%	9
2015 Q1	$17.3M	Sell	357,392 -4,304	-1%	-$206K	5.22%	9
2014 Q4	$17M	Buy	361,696 +144,317	+66%	+$7.05M	5.19%	9
2014 Q3	$10.9M	Buy	+217,379	New	+$11.5M	3.31%	14

Other funds holding IEMG

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

3D Asset Management's IEMG Position: Q1 2020 in Review

3D Asset Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 9,814 shares — an estimated $528K sold.

3D Asset Management first reported a position in IEMG in Q3 2014 and held it in 22 quarters. The position peaked at $17.4M in Q2 2015. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

3D Asset Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
3D Asset Management sold 9,814 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $528K.
3D Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2014 and held it in 22 quarters.
3D Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $17.4M in Q2 2015.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on 3D Asset Management's 13F filing for Q1 2020, filed 7 May 2020.