Bridgeworth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bridgeworth’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	-3,004	Closed	-$201K	–	139
2021 Q2	$201K	Buy	+3,004	New	+$198K	0.06%	128
2018 Q3	–	Sell	-901	Closed	-$47K	–	309
2018 Q2	$47K	Buy	+901	New	+$50.5K	0.02%	290

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

Bridgeworth's IEMG Position: Q3 2021 in Review

Bridgeworth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2021, closing a stake of 3,004 shares — an estimated $201K sold.

Bridgeworth first reported a position in IEMG in Q2 2018 and held it in 2 quarters. The position peaked at $201K in Q2 2021. 1,328 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

Bridgeworth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Bridgeworth sold 3,004 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $201K.
Bridgeworth first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and held it in 2 quarters.
Bridgeworth's iShares Core MSCI Emerging Markets ETF position peaked at $201K in Q2 2021.
1,328 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Bridgeworth's 13F filing for Q3 2021, filed 21 Oct 2021.