AHC
IEMG icon

Adell Harriman & Carpenter’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Adell Harriman & Carpenter’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
-6,017
Closed -$323K – 130
2019
Q4 		$323K Sell
6,017
-900
-13% -$46.4K 0.05% 122
2019
Q3 		$339K Sell
6,917
-1,413
-17% -$70.1K 0.06% 116
2019
Q2 		$428K Sell
8,330
-2,325
-22% -$119K 0.08% 106
2019
Q1 		$551K Sell
10,655
-2,260
-17% -$114K 0.11% 99
2018
Q4 		$609K Sell
12,915
-3,002
-19% -$145K 0.13% 102
2018
Q3 		$824K Sell
15,917
-5,600
-26% -$292K 0.15% 99
2018
Q2 		$1.13M Buy
21,517
+800
+4% +$44.9K 0.22% 84
2018
Q1 		$1.21M Buy
20,717
+1,550
+8% +$91.7K 0.25% 80
2017
Q4 		$1.09M Buy
19,167
+12,650
+194% +$706K 0.23% 85
2017
Q3 		$352K Buy
+6,517
New +$346K 0.08% 114

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return