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

Agilis Partners’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
2019
Q4 		– Sell
-10,894
Closed -$534K – 21
2019
Q3 		$534K Sell
10,894
-90,260
-89% -$4.48M 0.36% 20
2019
Q2 		$5.2M Buy
101,154
+959
+1% +$49K 3.88% 5
2019
Q1 		$5.18M Buy
+100,195
New +$5.07M 4.41% 7

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Agilis Partners's IEMG Position: Q4 2019 in Review

Agilis Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2019, closing a stake of 10,894 shares — an estimated $534K sold.

Agilis Partners first reported a position in IEMG in Q1 2019 and held it in 3 quarters. The position peaked at $5.2M in Q2 2019. 1,165 funds tracked by Wall St. Rank hold IEMG as of Q4 2019.

  • Agilis Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
  • Agilis Partners sold 10,894 iShares Core MSCI Emerging Markets ETF shares in Q4 2019, an estimated $534K.
  • Agilis Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and held it in 3 quarters.
  • Agilis Partners's iShares Core MSCI Emerging Markets ETF position peaked at $5.2M in Q2 2019.
  • 1,165 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2019.

Based on Agilis Partners's 13F filing for Q4 2019, filed 4 Feb 2020.