C-J Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

C-J Advisory’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	$4.81M	Buy	77,864 +4,075	+6%	+$259K	2.55%	12
2021 Q2	$4.94M	Buy	73,789 +1,228	+2%	+$80.9K	2.65%	12
2021 Q1	$4.67M	Buy	72,561 +101	+0.1%	+$6.64K	2.72%	12
2020 Q4	$4.5M	Buy	72,460 +2,108	+3%	+$122K	2.8%	12
2020 Q3	$3.71M	Sell	70,352 -1,385	-2%	-$72.6K	2.7%	13
2020 Q2	$3.46M	Sell	71,737 -2,768	-4%	-$124K	2.61%	13
2020 Q1	$3.02M	Sell	74,505 -11,054	-13%	-$543K	2.72%	13
2019 Q4	$4.6M	Buy	85,559 +3,114	+4%	+$160K	2.74%	11
2019 Q3	$4.04M	Sell	82,445 -280	-0.3%	-$13.9K	2.54%	11
2019 Q2	$4.25M	Buy	82,725 +951	+1%	+$48.6K	2.74%	11
2019 Q1	$4.29M	Buy	81,774 +412	+0.5%	+$20.9K	2.79%	11
2018 Q4	$3.84M	Buy	81,362 +5,176	+7%	+$250K	2.81%	11
2018 Q3	$3.94M	Buy	76,186 +303	+0.4%	+$15.8K	2.66%	11
2018 Q2	$3.98M	Sell	75,883 -1,419	-2%	-$79.6K	2.79%	11
2018 Q1	$4.43M	Buy	77,302 +1,987	+3%	+$118K	3.21%	10
2017 Q4	$4.29M	Buy	75,315 +2,543	+3%	+$142K	3.12%	10
2017 Q3	$3.93M	Sell	72,772 -407	-0.6%	-$21.6K	2.92%	11
2017 Q2	$3.66M	Buy	73,179 +2,689	+4%	+$133K	2.84%	11
2017 Q1	$3.37M	Buy	70,490 +387	+0.6%	+$17.8K	2.76%	12
2016 Q4	$2.98M	Buy	70,103 +3,296	+5%	+$145K	2.6%	12
2016 Q3	$3.05M	Buy	+66,807	New	+$2.97M	2.71%	11

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

C-J Advisory's IEMG Position: Q3 2021 in Review

C-J Advisory increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.5% in Q3 2021, buying an estimated $259K and bringing the position to 77,864 shares worth $4.81M. The position accounts for 2.55% of the portfolio, ranked #12.

C-J Advisory first reported a position in IEMG in Q3 2016 and has held it in 21 quarters since. The position peaked at $4.94M in Q2 2021. 1,328 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

C-J Advisory held 77,864 shares of iShares Core MSCI Emerging Markets ETF worth $4.81M as of Q3 2021.
C-J Advisory bought 4,075 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $259K.
iShares Core MSCI Emerging Markets ETF made up 2.55% of C-J Advisory's portfolio in Q3 2021, its #12 holding.
C-J Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2016 and has held it in 21 quarters since.
C-J Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $4.94M in Q2 2021.
1,328 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.