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Aris Wealth Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Aris Wealth Services’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
2015
Q3 		$877K Sell
21,979
-32,589
-60% -$1.4M 1.84% 18
2015
Q2 		$2.62M Sell
54,568
-3,580
-6% -$181K 2.4% 6
2015
Q1 		$2.81M Buy
58,148
+506
+0.9% +$24.2K 2.62% 6
2014
Q4 		$2.71M Buy
57,642
+50,924
+758% +$2.49M 3.02% 6
2014
Q3 		$336K Buy
6,718
+2,258
+51% +$119K 0.42% 80
2014
Q2 		$231K Buy
+4,460
New +$226K 0.3% 91

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Aris Wealth Services's IEMG Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 60% in Q3 2015, selling an estimated $1.4M and leaving 21,979 shares worth $877K. The position accounts for 1.84% of the portfolio, ranked #18.

Aris Wealth Services first reported a position in IEMG in Q2 2014 and has held it in 6 quarters since. The position peaked at $2.81M in Q1 2015. 255 funds tracked by Wall St. Rank hold IEMG as of Q3 2015.

  • Aris Wealth Services held 21,979 shares of iShares Core MSCI Emerging Markets ETF worth $877K as of Q3 2015.
  • Aris Wealth Services sold 32,589 iShares Core MSCI Emerging Markets ETF shares in Q3 2015, an estimated $1.4M.
  • iShares Core MSCI Emerging Markets ETF made up 1.84% of Aris Wealth Services's portfolio in Q3 2015, its #18 holding.
  • Aris Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2014 and has held it in 6 quarters since.
  • Aris Wealth Services's iShares Core MSCI Emerging Markets ETF position peaked at $2.81M in Q1 2015.
  • 255 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.