Asset Planning Services (Pennsylvania)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Asset Planning Services (Pennsylvania)’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	$2.01M	Sell	33,578 -1,949	-5%	-$120K	0.93%	21
2021 Q3	$2.19M	Buy	35,527 +2,739	+8%	+$174K	1.05%	20
2021 Q2	$2.2M	Sell	32,788 -1,700	-5%	-$112K	1.06%	21
2021 Q1	$2.22M	Buy	34,488 +2,605	+8%	+$171K	1.02%	23
2020 Q4	$1.98M	Sell	31,883 -7,462	-19%	-$430K	0.95%	23
2020 Q3	$2.08M	Buy	39,345 +446	+1%	+$23.4K	0.9%	23
2020 Q2	$1.85M	Sell	38,899 -2,179	-5%	-$97.2K	0.8%	24
2020 Q1	$1.66M	Sell	41,078 -570	-1%	-$28K	0.82%	23
2019 Q4	$2.18M	Sell	41,648 -2,591	-6%	-$134K	0.9%	22
2019 Q3	$2.17M	Sell	44,239 -1,519	-3%	-$75.3K	0.94%	22
2019 Q2	$2.35M	Sell	45,758 -724	-2%	-$37K	1.04%	18
2019 Q1	$2.4M	Buy	46,482 +1,466	+3%	+$74.2K	1.11%	17
2018 Q4	$2.12M	Sell	45,016 -1,774	-4%	-$85.8K	1.08%	16
2018 Q3	$2.35M	Sell	46,790 -483	-1%	-$25.2K	1.11%	19
2018 Q2	$2.48M	Buy	47,273 +298	+0.6%	+$16.7K	1.21%	17
2018 Q1	$2.74M	Buy	46,975 +137	+0.3%	+$8.1K	1.41%	15
2017 Q4	$2.67M	Buy	46,838 +3,307	+8%	+$185K	1.38%	16
2017 Q3	$2.35M	Buy	43,531 +527	+1%	+$28K	1.3%	18
2017 Q2	$2.15M	Buy	43,004 +102	+0.2%	+$5.03K	1.38%	17
2017 Q1	$2.05M	Buy	42,902 +4,485	+12%	+$207K	1.38%	15
2016 Q4	$1.63M	Sell	38,417 -749	-2%	-$32.8K	1.29%	17
2016 Q3	$1.79M	Buy	39,166 +3,299	+9%	+$147K	1.49%	15
2016 Q2	$1.5M	Buy	35,867 +97	+0.3%	+$3.97K	1.3%	17
2016 Q1	$1.49M	Buy	35,770 +8,869	+33%	+$335K	1.35%	16
2015 Q4	$1.06M	Sell	26,901 -993	-4%	-$41.4K	1.02%	21
2015 Q3	$1.11M	Sell	27,894 -6,044	-18%	-$259K	1.12%	19
2015 Q2	$1.63M	Buy	+33,938	New	+$1.72M	1.57%	14

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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IEMG Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.5% in Q4 2021, selling an estimated $120K and leaving 33,578 shares worth $2.01M. The position accounts for 0.93% of the portfolio, ranked #21.

Asset Planning Services (Pennsylvania) first reported a position in IEMG in Q2 2015 and has held it in 27 quarters since. The position peaked at $2.74M in Q1 2018. 1,498 funds tracked by Wall St. Rank hold IEMG as of Q4 2021.

Asset Planning Services (Pennsylvania) held 33,578 shares of iShares Core MSCI Emerging Markets ETF worth $2.01M as of Q4 2021.
Asset Planning Services (Pennsylvania) sold 1,949 iShares Core MSCI Emerging Markets ETF shares in Q4 2021, an estimated $120K.
iShares Core MSCI Emerging Markets ETF made up 0.93% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #21 holding.
Asset Planning Services (Pennsylvania) first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and has held it in 27 quarters since.
Asset Planning Services (Pennsylvania)'s iShares Core MSCI Emerging Markets ETF position peaked at $2.74M in Q1 2018.
1,498 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.