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CFM Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-169
Closed -$8K – 298
2020
Q2 		$8K Hold
169
– – ﹤0.01% 412
2020
Q1 		$7K Hold
169
– – ﹤0.01% 458
2019
Q4 		$9K Buy
+169
New +$8.71K ﹤0.01% 429

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CFM Wealth Partners's IEMG Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2020, closing a stake of 169 shares — an estimated $8K sold.

CFM Wealth Partners first reported a position in IEMG in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 1,121 funds tracked by Wall St. Rank hold IEMG as of Q3 2020.

  • CFM Wealth Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 169 iShares Core MSCI Emerging Markets ETF shares in Q3 2020, an estimated $8K.
  • CFM Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $9K in Q4 2019.
  • 1,121 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.