AdvicePeriod’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

AdvicePeriod’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
2021 Q2	$41.7M	Buy	622,272 +17,162	+3%	+$1.13M	2.71%	8
2021 Q1	$38.9M	Buy	605,110 +16,686	+3%	+$1.1M	2.77%	8
2020 Q4	$36.5M	Buy	588,424 +1,563	+0.3%	+$90.1K	2.8%	9
2020 Q3	$31M	Buy	586,861 +26,562	+5%	+$1.39M	2.81%	9
2020 Q2	$26.7M	Sell	560,299 -299,444	-35%	-$13.4M	2.91%	7
2020 Q1	$34.8M	Sell	859,743 -39,843	-4%	-$1.96M	3.63%	6
2019 Q4	$48.4M	Buy	899,586 +7,749	+0.9%	+$399K	4.22%	5
2019 Q3	$43.7M	Buy	891,837 +41,769	+5%	+$2.07M	4.05%	6
2019 Q2	$43.7M	Buy	850,068 +47,278	+6%	+$2.42M	4.09%	6
2019 Q1	$41.5M	Buy	802,790 +55,185	+7%	+$2.79M	3.97%	6
2018 Q4	$35.3M	Buy	747,605 +428,628	+134%	+$20.7M	3.99%	6
2018 Q3	$16.5M	Buy	318,977 +113,592	+55%	+$5.93M	1.8%	13
2018 Q2	$10.8M	Buy	205,385 +22,758	+12%	+$1.28M	1.71%	16
2018 Q1	$10.7M	Buy	182,627 +60,718	+50%	+$3.59M	1.84%	15
2017 Q4	$6.94M	Buy	+121,909	New	+$6.81M	1.32%	19

Other funds holding IEMG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AdvicePeriod's IEMG Position: Q2 2021 in Review

AdvicePeriod increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.8% in Q2 2021, buying an estimated $1.13M and bringing the position to 622,272 shares worth $41.7M. The position accounts for 2.71% of the portfolio, ranked #8.

AdvicePeriod first reported a position in IEMG in Q4 2017 and has held it in 15 quarters since. The position peaked at $48.4M in Q4 2019. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

AdvicePeriod held 622,272 shares of iShares Core MSCI Emerging Markets ETF worth $41.7M as of Q2 2021.
AdvicePeriod bought 17,162 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $1.13M.
iShares Core MSCI Emerging Markets ETF made up 2.71% of AdvicePeriod's portfolio in Q2 2021, its #8 holding.
AdvicePeriod first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 15 quarters since.
AdvicePeriod's iShares Core MSCI Emerging Markets ETF position peaked at $48.4M in Q4 2019.
1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.