Berman Capital Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Berman Capital 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 Q3	$2.7M	Sell	43,756 -2,525	-5%	-$161K	0.43%	32
2021 Q2	$3.1M	Sell	46,281 -601	-1%	-$39.6K	0.49%	24
2021 Q1	$3.02M	Sell	46,882 -1,898	-4%	-$125K	0.63%	22
2020 Q4	$3.03M	Sell	48,780 -15,034	-24%	-$867K	0.72%	20
2020 Q3	$3.37M	Sell	63,814 -63,483	-50%	-$3.33M	0.96%	17
2020 Q2	$6.06M	Sell	127,297 -72,981	-36%	-$3.26M	1.59%	13
2020 Q1	$8.1M	Buy	200,278 +42,316	+27%	+$2.08M	2.61%	10
2019 Q4	$8.49M	Buy	157,962 +7,847	+5%	+$404K	2.45%	12
2019 Q3	$7.36M	Buy	150,115 +9,696	+7%	+$481K	2.29%	12
2019 Q2	$7.22M	Buy	140,419 +46,620	+50%	+$2.38M	2.3%	12
2019 Q1	$4.85M	Buy	93,799 +39,189	+72%	+$1.98M	1.62%	16
2018 Q4	$2.57M	Buy	+54,610	New	+$2.64M	1.01%	18

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Berman Capital Advisors's IEMG Position: Q3 2021 in Review

Berman Capital Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.5% in Q3 2021, selling an estimated $161K and leaving 43,756 shares worth $2.7M. The position accounts for 0.43% of the portfolio, ranked #32.

Berman Capital Advisors first reported a position in IEMG in Q4 2018 and has held it in 12 quarters since. The position peaked at $8.49M in Q4 2019. 1,328 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

Berman Capital Advisors held 43,756 shares of iShares Core MSCI Emerging Markets ETF worth $2.7M as of Q3 2021.
Berman Capital Advisors sold 2,525 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $161K.
iShares Core MSCI Emerging Markets ETF made up 0.43% of Berman Capital Advisors's portfolio in Q3 2021, its #32 holding.
Berman Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $8.49M in Q4 2019.
1,328 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.