Blue Chip Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Blue Chip Partners’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 Q1	–	Sell	-176,713	Closed	-$9.5M	–	146
2019 Q4	$9.5M	Buy	176,713 +12,091	+7%	+$623K	1.81%	25
2019 Q3	$8.07M	Buy	164,622 +3,377	+2%	+$167K	1.71%	25
2019 Q2	$8.29M	Buy	161,245 +6,583	+4%	+$336K	1.86%	26
2019 Q1	$8M	Buy	154,662 +10,796	+8%	+$547K	1.89%	23
2018 Q4	$6.78M	Sell	143,866 -55,938	-28%	-$2.7M	1.71%	21
2018 Q3	$10.3M	Buy	199,804 +14,219	+8%	+$742K	2.52%	8
2018 Q2	$9.74M	Buy	185,585 +24,990	+16%	+$1.4M	2.58%	6
2018 Q1	$9.38M	Buy	160,595 +14,868	+10%	+$879K	2.6%	6
2017 Q4	$8.29M	Buy	145,727 +15,832	+12%	+$884K	2.45%	6
2017 Q3	$7.02M	Buy	129,895 +40,309	+45%	+$2.14M	2.26%	10
2017 Q2	$4.48M	Buy	89,586 +83,656	+1,411%	+$4.13M	1.56%	18
2017 Q1	$283K	Buy	+5,930	New	+$273K	0.11%	100

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Blue Chip Partners's IEMG Position: Q1 2020 in Review

Blue Chip Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 176,713 shares — an estimated $9.5M sold.

Blue Chip Partners first reported a position in IEMG in Q1 2017 and held it in 12 quarters. The position peaked at $10.3M in Q3 2018. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

Blue Chip Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Blue Chip Partners sold 176,713 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $9.5M.
Blue Chip Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and held it in 12 quarters.
Blue Chip Partners's iShares Core MSCI Emerging Markets ETF position peaked at $10.3M in Q3 2018.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Blue Chip Partners's 13F filing for Q1 2020, filed 8 May 2020.