Clarfeld Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Clarfeld Financial 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
2018 Q4	$3.02M	Buy	+64,009	New	+$3.09M	2.51%	10

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clarfeld Financial Advisors's IEMG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2018: 64,009 shares worth $3.02M. The stake represents 2.51% of the portfolio and ranks #10 among its holdings.

958 funds tracked by Wall St. Rank hold IEMG as of Q4 2018.

Clarfeld Financial Advisors held 64,009 shares of iShares Core MSCI Emerging Markets ETF worth $3.02M as of Q4 2018.
iShares Core MSCI Emerging Markets ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Core MSCI Emerging Markets ETF made up 2.51% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #10 holding.
958 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.