Boston Family Office’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Boston Family Office’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	–	Sell	-3,990	Closed	-$267K	–	286
2021 Q2	$267K	Hold	3,990	–	–	0.02%	250
2021 Q1	$256K	Hold	3,990	–	–	0.02%	245
2020 Q4	$248K	Hold	3,990	–	–	0.02%	246
2020 Q3	$211K	Buy	+3,990	New	+$209K	0.02%	231
2020 Q1	–	Sell	-3,990	Closed	-$215K	–	243
2019 Q4	$215K	Buy	+3,990	New	+$206K	0.02%	244
2019 Q3	–	Sell	-3,990	Closed	-$205K	–	258
2019 Q2	$205K	Hold	3,990	–	–	0.02%	253
2019 Q1	$206K	Buy	+3,990	New	+$202K	0.02%	243
2018 Q4	–	Sell	-3,990	Closed	-$207K	–	257
2018 Q3	$207K	Hold	3,990	–	–	0.02%	255
2018 Q2	$210K	Hold	3,990	–	–	0.02%	251
2018 Q1	$233K	Hold	3,990	–	–	0.03%	244
2017 Q4	$227K	Hold	3,990	–	–	0.02%	250
2017 Q3	$216K	Buy	+3,990	New	+$212K	0.02%	249

Other funds holding IEMG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Boston Family Office's IEMG Position: Q3 2021 in Review

Boston Family Office sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2021, closing a stake of 3,990 shares — an estimated $267K sold.

Boston Family Office first reported a position in IEMG in Q3 2017 and held it in 12 quarters. The position peaked at $267K in Q2 2021. 1,329 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

Boston Family Office reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Boston Family Office sold 3,990 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $267K.
Boston Family Office first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and held it in 12 quarters.
Boston Family Office's iShares Core MSCI Emerging Markets ETF position peaked at $267K in Q2 2021.
1,329 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Boston Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.