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CA Family Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

CA Family Wealth’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
2020
Q1 		– Sell
-10,070
Closed -$541K – 88
2019
Q4 		$541K Buy
+10,070
New +$519K 0.36% 18

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

CA Family Wealth's IEMG Position: Q1 2020 in Review

CA Family Wealth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 10,070 shares — an estimated $541K sold.

CA Family Wealth first reported a position in IEMG in Q4 2019 and held it in 1 quarter. The position peaked at $541K in Q4 2019. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

  • CA Family Wealth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 10,070 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $541K.
  • CA Family Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $541K in Q4 2019.
  • 1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.