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 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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Burt Wealth Advisors's IEMG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2021, closing a stake of 431 shares — an estimated $27K sold.

Burt Wealth Advisors first reported a position in IEMG in Q4 2015 and held it in 9 quarters. The position peaked at $31K in Q1 2020. 1,347 funds tracked by Wall St. Rank hold IEMG as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 431 iShares Core MSCI Emerging Markets ETF shares in Q1 2021, an estimated $27K.
Burt Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and held it in 9 quarters.
Burt Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $31K in Q1 2020.
1,347 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.