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Balasa Dinverno & Foltz’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Balasa Dinverno & Foltz’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
Q3 		– Sell
-3,164
Closed -$212K – 339
2021
Q2 		$212K Buy
+3,164
New +$208K 0.02% 310
2021
Q1 		– Sell
-5,049
Closed -$313K – 310
2020
Q4 		$313K Sell
5,049
-304
-6% -$17.5K 0.03% 222
2020
Q3 		$283K Buy
+5,353
New +$281K 0.03% 213

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Balasa Dinverno & Foltz's IEMG Position: Q3 2021 in Review

Balasa Dinverno & Foltz sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2021, closing a stake of 3,164 shares — an estimated $212K sold.

Balasa Dinverno & Foltz first reported a position in IEMG in Q3 2020 and held it in 3 quarters. The position peaked at $313K in Q4 2020. 1,329 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

  • Balasa Dinverno & Foltz reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 3,164 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $212K.
  • Balasa Dinverno & Foltz first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and held it in 3 quarters.
  • Balasa Dinverno & Foltz's iShares Core MSCI Emerging Markets ETF position peaked at $313K in Q4 2020.
  • 1,329 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2021, filed 26 Oct 2021.