ARS Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

ARS Wealth 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
2021 Q2	$234K	Hold	3,500	–	–	0.04%	126
2021 Q1	$225K	Sell	3,500 -240	-6%	-$15.8K	0.05%	114
2020 Q4	$232K	Buy	+3,740	New	+$216K	0.05%	105
2018 Q2	–	Sell	-4,653	Closed	-$272K	–	115
2018 Q1	$272K	Buy	+4,653	New	+$275K	0.1%	93

Other funds holding IEMG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

ARS Wealth Advisors's IEMG Position: Q2 2021 in Review

ARS Wealth Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2021 at 3,500 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #126.

ARS Wealth Advisors first reported a position in IEMG in Q1 2018 and has held it in 4 quarters since. The position peaked at $272K in Q1 2018. 1,367 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

ARS Wealth Advisors held 3,500 shares of iShares Core MSCI Emerging Markets ETF worth $234K as of Q2 2021.
ARS Wealth Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2021.
iShares Core MSCI Emerging Markets ETF made up 0.04% of ARS Wealth Advisors's portfolio in Q2 2021, its #126 holding.
ARS Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 4 quarters since.
ARS Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $272K in Q1 2018.
1,367 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.