American Economic Planning Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

American Economic Planning Group’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 Q1	–	Sell	-12,551	Closed	-$592K	–	89
2018 Q4	$592K	Buy	12,551 +130	+1%	+$6.29K	0.19%	45
2018 Q3	$643K	Sell	12,421 -4,586	-27%	-$239K	0.23%	33
2018 Q2	$893K	Buy	17,007 +1,674	+11%	+$93.9K	0.33%	27
2018 Q1	$895K	Buy	15,333 +1,299	+9%	+$76.8K	0.33%	33
2017 Q4	$799K	Buy	14,034 +604	+4%	+$33.7K	0.29%	32
2017 Q3	$726K	Buy	13,430 +1,303	+11%	+$69.1K	0.27%	30
2017 Q2	$607K	Buy	12,127 +2,636	+28%	+$130K	0.24%	31
2017 Q1	$454K	Buy	+9,491	New	+$437K	0.18%	36
2016 Q4	–	Sell	-7,054	Closed	-$321K	–	62
2016 Q3	$321K	Buy	7,054 +54	+0.8%	+$2.4K	0.13%	41
2016 Q2	$293K	Buy	7,000 +361	+5%	+$14.8K	0.12%	42
2016 Q1	$276K	Buy	+6,639	New	+$251K	0.11%	42
2015 Q4	–	Sell	-5,996	Closed	-$239K	–	50
2015 Q3	$239K	Buy	5,996 +1,049	+21%	+$44.9K	0.1%	38
2015 Q2	$238K	Buy	+4,947	New	+$250K	0.1%	38

Other funds holding IEMG

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

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Economic Planning Group's IEMG Position: Q1 2019 in Review

American Economic Planning Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2019, closing a stake of 12,551 shares — an estimated $592K sold.

American Economic Planning Group first reported a position in IEMG in Q2 2015 and held it in 13 quarters. The position peaked at $895K in Q1 2018. 1,012 funds tracked by Wall St. Rank hold IEMG as of Q1 2019.

American Economic Planning Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
American Economic Planning Group sold 12,551 iShares Core MSCI Emerging Markets ETF shares in Q1 2019, an estimated $592K.
American Economic Planning Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and held it in 13 quarters.
American Economic Planning Group's iShares Core MSCI Emerging Markets ETF position peaked at $895K in Q1 2018.
1,012 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2019.

Based on American Economic Planning Group's 13F filing for Q1 2019, filed 15 May 2019.