Clifford Swan Investment Counsel’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Clifford Swan Investment Counsel’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 Q2	–	Sell	-4,106	Closed	-$264K	–	329
2021 Q1	$264K	Hold	4,106	–	–	0.01%	291
2020 Q4	$255K	Sell	4,106 -1,362	-25%	-$78.5K	0.01%	287
2020 Q3	$289K	Buy	+5,468	New	+$287K	0.01%	268

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clifford Swan Investment Counsel's IEMG Position: Q2 2021 in Review

Clifford Swan Investment Counsel sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2021, closing a stake of 4,106 shares — an estimated $264K sold.

Clifford Swan Investment Counsel first reported a position in IEMG in Q3 2020 and held it in 3 quarters. The position peaked at $289K in Q3 2020. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

Clifford Swan Investment Counsel reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Clifford Swan Investment Counsel sold 4,106 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $264K.
Clifford Swan Investment Counsel first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and held it in 3 quarters.
Clifford Swan Investment Counsel's iShares Core MSCI Emerging Markets ETF position peaked at $289K in Q3 2020.
1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2021, filed 5 Aug 2021.