Benchmark Financial Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Benchmark Financial 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 Q3	–	Sell	-75,368	Closed	-$3.88M	–	37
2019 Q2	$3.88M	Sell	75,368 -3,111	-4%	-$159K	3.78%	6
2019 Q1	$4.06M	Sell	78,479 -9,433	-11%	-$478K	4.24%	6
2018 Q4	$4.14M	Sell	87,912 -14,605	-14%	-$706K	5.14%	5
2018 Q3	$5.31M	Buy	+102,517	New	+$5.35M	6.6%	5

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

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

Benchmark Financial Wealth Advisors's IEMG Position: Q3 2019 in Review

Benchmark Financial Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2019, closing a stake of 75,368 shares — an estimated $3.88M sold.

Benchmark Financial Wealth Advisors first reported a position in IEMG in Q3 2018 and held it in 4 quarters. The position peaked at $5.31M in Q3 2018. 1,002 funds tracked by Wall St. Rank hold IEMG as of Q3 2019.

Benchmark Financial Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 75,368 iShares Core MSCI Emerging Markets ETF shares in Q3 2019, an estimated $3.88M.
Benchmark Financial Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and held it in 4 quarters.
Benchmark Financial Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $5.31M in Q3 2018.
1,002 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2019.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.