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

Beacon Pointe 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
2019 Q4	$2.89M	Sell	53,693 -1,391	-3%	-$71.7K	0.53%	44
2019 Q3	$2.7M	Buy	55,084 +4,826	+10%	+$239K	0.57%	38
2019 Q2	$2.58M	Sell	50,258 -474	-0.9%	-$24.2K	0.55%	40
2019 Q1	$2.62M	Buy	50,732 +26,247	+107%	+$1.33M	0.6%	35
2018 Q4	$1.15M	Buy	+24,485	New	+$1.18M	0.42%	59

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Wealth Advisors's IEMG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.5% in Q4 2019, selling an estimated $71.7K and leaving 53,693 shares worth $2.89M. The position accounts for 0.53% of the portfolio, ranked #44.

Beacon Pointe Wealth Advisors first reported a position in IEMG in Q4 2018 and has held it in 5 quarters since. 1,165 funds tracked by Wall St. Rank hold IEMG as of Q4 2019.

Beacon Pointe Wealth Advisors held 53,693 shares of iShares Core MSCI Emerging Markets ETF worth $2.89M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 1,391 iShares Core MSCI Emerging Markets ETF shares in Q4 2019, an estimated $71.7K.
iShares Core MSCI Emerging Markets ETF made up 0.53% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #44 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 5 quarters since.
1,165 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.