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

Atlas Private Wealth Management’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	–	Sell	-629	Closed	-$40K	–	229
2021 Q1	$40K	Sell	629 -664	-51%	-$43.7K	0.03%	206
2020 Q4	$80K	Buy	1,293 +36	+3%	+$2.08K	0.06%	163
2020 Q3	$66K	Hold	1,257	–	–	0.05%	166
2020 Q2	$60K	Hold	1,257	–	–	0.05%	181
2020 Q1	$51K	Sell	1,257 -28	-2%	-$1.38K	0.05%	179
2019 Q4	$69K	Buy	+1,285	New	+$66.2K	0.05%	182

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

Atlas Private Wealth Management's IEMG Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2021, closing a stake of 629 shares — an estimated $40K sold.

Atlas Private Wealth Management first reported a position in IEMG in Q4 2019 and held it in 6 quarters. The position peaked at $80K in Q4 2020. 1,367 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 629 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $40K.
Atlas Private Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $80K in Q4 2020.
1,367 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.