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

Atlas Private 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 Q4	–	Sell	-608	Closed	-$38K	–	404
2021 Q3	$38K	Hold	608	–	–	0.02%	263
2021 Q2	$41K	Buy	608 +1	+0.2%	+$66	0.02%	251
2021 Q1	$39K	Hold	607	–	–	0.02%	257
2020 Q4	$38K	Buy	607 +81	+15%	+$4.67K	0.03%	250
2020 Q3	$28K	Hold	526	–	–	0.02%	269
2020 Q2	$25K	Buy	+526	New	+$23.5K	0.02%	294

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Atlas Private Wealth Advisors's IEMG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2021, closing a stake of 608 shares — an estimated $38K sold.

Atlas Private Wealth Advisors first reported a position in IEMG in Q2 2020 and held it in 6 quarters. The position peaked at $41K in Q2 2021. 1,498 funds tracked by Wall St. Rank hold IEMG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 608 iShares Core MSCI Emerging Markets ETF shares in Q4 2021, an estimated $38K.
Atlas Private Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $41K in Q2 2021.
1,498 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.