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Clear Perspective Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Clear Perspective 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
Q3 		– Sell
-239
Closed -$13K – 271
2018
Q2 		$13K Buy
+239
New +$13.4K 0.01% 346
2018
Q1 		– Hold
0
– – – 371

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspective Advisors's IEMG Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2018, closing a stake of 239 shares — an estimated $13K sold.

Clear Perspective Advisors first reported a position in IEMG in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 825 funds tracked by Wall St. Rank hold IEMG as of Q3 2018.

  • Clear Perspective Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 239 iShares Core MSCI Emerging Markets ETF shares in Q3 2018, an estimated $13K.
  • Clear Perspective Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and held it in 1 quarter.
  • Clear Perspective Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $13K in Q2 2018.
  • 825 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.