AFM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return