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Bernardo Wealth Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bernardo Wealth Planning’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
2020
Q2 		– Sell
-43,929
Closed -$1.78M – 142
2020
Q1 		$1.78M Buy
43,929
+39,023
+795% +$1.92M 1.23% 16
2019
Q4 		$263K Buy
+4,906
New +$253K 0.16% 133

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bernardo Wealth Planning's IEMG Position: Q2 2020 in Review

Bernardo Wealth Planning sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2020, closing a stake of 43,929 shares — an estimated $1.78M sold.

Bernardo Wealth Planning first reported a position in IEMG in Q4 2019 and held it in 2 quarters. The position peaked at $1.78M in Q1 2020. 1,068 funds tracked by Wall St. Rank hold IEMG as of Q2 2020.

  • Bernardo Wealth Planning reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 43,929 iShares Core MSCI Emerging Markets ETF shares in Q2 2020, an estimated $1.78M.
  • Bernardo Wealth Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 2 quarters.
  • Bernardo Wealth Planning's iShares Core MSCI Emerging Markets ETF position peaked at $1.78M in Q1 2020.
  • 1,068 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2020.

Based on Bernardo Wealth Planning's 13F filing for Q2 2020, filed 3 Aug 2020.