BWA
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Burt Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Burt Wealth Advisors’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
Q1 		– Sell
-431
Closed -$27K – 212
2020
Q4 		$27K Hold
431
– – 0.01% 224
2020
Q3 		$23K Hold
431
– – 0.01% 231
2020
Q2 		$21K Sell
431
-332
-44% -$14.8K 0.01% 228
2020
Q1 		$31K Buy
763
+332
+77% +$16.3K 0.01% 197
2019
Q4 		$23K Hold
431
– – 0.01% 225
2019
Q3 		$21K Hold
431
– – 0.01% 232
2019
Q2 		$22K Hold
431
– – 0.01% 228
2019
Q1 		$22K Buy
+431
New +$21.8K 0.01% 235
2016
Q1 		– Sell
-480
Closed -$18K – 693
2015
Q4 		$18K Buy
+480
New +$20K 0.01% 218

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return