Biegel & Waller’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Biegel & Waller’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	$6.56M	Buy	133,766 +51,370	+62%	+$2.55M	3.67%	10
2019 Q2	$4.24M	Buy	82,396 +1,937	+2%	+$99K	2.17%	14
2019 Q1	$4.16M	Buy	80,459 +7,571	+10%	+$383K	2.14%	15
2018 Q4	$3.44M	Sell	72,888 -140,282	-66%	-$6.78M	2.03%	16
2018 Q3	$11M	Buy	213,170 +3,492	+2%	+$182K	6.37%	4
2018 Q2	$11M	Buy	209,678 +1,625	+0.8%	+$91.1K	6.86%	4
2018 Q1	$12.2M	Buy	208,053 +56,444	+37%	+$3.34M	7.72%	4
2017 Q4	$8.63M	Buy	151,609 +77,341	+104%	+$4.32M	5.01%	9
2017 Q3	$4.01M	Buy	+74,268	New	+$3.94M	2.52%	11

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

Biegel & Waller's IEMG Position: Q3 2019 in Review

Biegel & Waller increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 62% in Q3 2019, buying an estimated $2.55M and bringing the position to 133,766 shares worth $6.56M. The position accounts for 3.67% of the portfolio, ranked #10.

Biegel & Waller first reported a position in IEMG in Q3 2017 and has held it in 9 quarters since. The position peaked at $12.2M in Q1 2018. 1,002 funds tracked by Wall St. Rank hold IEMG as of Q3 2019.

Biegel & Waller held 133,766 shares of iShares Core MSCI Emerging Markets ETF worth $6.56M as of Q3 2019.
Biegel & Waller bought 51,370 iShares Core MSCI Emerging Markets ETF shares in Q3 2019, an estimated $2.55M.
iShares Core MSCI Emerging Markets ETF made up 3.67% of Biegel & Waller's portfolio in Q3 2019, its #10 holding.
Biegel & Waller first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and has held it in 9 quarters since.
Biegel & Waller's iShares Core MSCI Emerging Markets ETF position peaked at $12.2M in Q1 2018.
1,002 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.