Altavista Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Altavista Wealth 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
2021 Q4	$2.1M	Sell	35,117 -736	-2%	-$45.4K	0.42%	48
2021 Q3	$2.21M	Sell	35,853 -570	-2%	-$36.3K	0.49%	43
2021 Q2	$2.44M	Buy	36,423 +1,928	+6%	+$127K	0.53%	44
2021 Q1	$2.22M	Sell	34,495 -4,265	-11%	-$281K	0.54%	45
2020 Q4	$2.4M	Sell	38,760 -39,460	-50%	-$2.27M	0.61%	40
2020 Q3	$4.13M	Sell	78,220 -2,886	-4%	-$151K	1.14%	28
2020 Q2	$3.86M	Sell	81,106 -3,542	-4%	-$158K	1.12%	28
2020 Q1	$3.43M	Buy	84,648 +3,539	+4%	+$174K	1.17%	29
2019 Q4	$4.36M	Buy	81,109 +3,639	+5%	+$188K	1.3%	25
2019 Q3	$3.8M	Buy	77,470 +3,945	+5%	+$196K	1.18%	29
2019 Q2	$3.78M	Buy	73,525 +7,197	+11%	+$368K	1.21%	31
2019 Q1	$3.43M	Buy	66,328 +5,357	+9%	+$271K	1.22%	32
2018 Q4	$2.88M	Buy	+60,971	New	+$2.95M	1.17%	31

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Altavista Wealth Management's IEMG Position: Q4 2021 in Review

Altavista Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.1% in Q4 2021, selling an estimated $45.4K and leaving 35,117 shares worth $2.1M. The position accounts for 0.42% of the portfolio, ranked #48.

Altavista Wealth Management first reported a position in IEMG in Q4 2018 and has held it in 13 quarters since. The position peaked at $4.36M in Q4 2019. 1,498 funds tracked by Wall St. Rank hold IEMG as of Q4 2021.

Altavista Wealth Management held 35,117 shares of iShares Core MSCI Emerging Markets ETF worth $2.1M as of Q4 2021.
Altavista Wealth Management sold 736 iShares Core MSCI Emerging Markets ETF shares in Q4 2021, an estimated $45.4K.
iShares Core MSCI Emerging Markets ETF made up 0.42% of Altavista Wealth Management's portfolio in Q4 2021, its #48 holding.
Altavista Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 13 quarters since.
Altavista Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $4.36M in Q4 2019.
1,498 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.