Abbot Financial Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Abbot Financial 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
2022 Q1	–	Sell	-13,710	Closed	-$821K	–	135
2021 Q4	$821K	Sell	13,710 -1,540	-10%	-$95K	0.37%	69
2021 Q3	$942K	Buy	15,250 +250	+2%	+$15.9K	0.43%	60
2021 Q2	$1M	Buy	15,000 +1,000	+7%	+$65.9K	0.44%	58
2021 Q1	$901K	Buy	14,000 +10,700	+324%	+$704K	0.41%	60
2020 Q4	$205K	Buy	+3,300	New	+$190K	0.12%	123
2018 Q4	–	Sell	-6,250	Closed	-$324K	–	111
2018 Q3	$324K	Sell	6,250 -300	-5%	-$15.7K	0.24%	88
2018 Q2	$344K	Buy	6,550 +825	+14%	+$46.3K	0.27%	80
2018 Q1	$334K	Buy	+5,725	New	+$339K	0.27%	81

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Abbot Financial Management's IEMG Position: Q1 2022 in Review

Abbot Financial Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2022, closing a stake of 13,710 shares — an estimated $821K sold.

Abbot Financial Management first reported a position in IEMG in Q1 2018 and held it in 8 quarters. The position peaked at $1M in Q2 2021. 1,479 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

Abbot Financial Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Abbot Financial Management sold 13,710 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $821K.
Abbot Financial Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 8 quarters.
Abbot Financial Management's iShares Core MSCI Emerging Markets ETF position peaked at $1M in Q2 2021.
1,479 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on Abbot Financial Management's 13F filing for Q1 2022, filed 12 May 2022.