Anchor Capital Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Anchor Capital Advisors’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
2016 Q4	–	Sell	-7,379	Closed	-$337K	–	291
2016 Q3	$337K	Hold	7,379	–	–	0.01%	235
2016 Q2	$309K	Hold	7,379	–	–	0.01%	249
2016 Q1	$307K	Sell	7,379 -164,579	-96%	-$6.22M	0.01%	247
2015 Q4	$6.77M	Buy	+171,958	New	+$7.16M	0.17%	102
2015 Q1	–	Sell	-10,295	Closed	-$484K	–	304
2014 Q4	$484K	Buy	+10,295	New	+$503K	0.01%	240

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Anchor Capital Advisors's IEMG Position: Q4 2016 in Review

Anchor Capital Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2016, closing a stake of 7,379 shares — an estimated $337K sold.

Anchor Capital Advisors first reported a position in IEMG in Q4 2014 and held it in 5 quarters. The position peaked at $6.77M in Q4 2015. 413 funds tracked by Wall St. Rank hold IEMG as of Q4 2016.

Anchor Capital Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2016 after selling out during the quarter.
Anchor Capital Advisors sold 7,379 iShares Core MSCI Emerging Markets ETF shares in Q4 2016, an estimated $337K.
Anchor Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2014 and held it in 5 quarters.
Anchor Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $6.77M in Q4 2015.
413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2016.

Based on Anchor Capital Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.