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

Cobiz 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
2018
Q2 		– Sell
-3,899
Closed -$228K – 133
2018
Q1 		$228K Buy
+3,899
New +$231K 0.05% 122

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cobiz Wealth's IEMG Position: Q2 2018 in Review

Cobiz Wealth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2018, closing a stake of 3,899 shares — an estimated $228K sold.

Cobiz Wealth first reported a position in IEMG in Q1 2018 and held it in 1 quarter. The position peaked at $228K in Q1 2018. 809 funds tracked by Wall St. Rank hold IEMG as of Q2 2018.

  • Cobiz Wealth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
  • Cobiz Wealth sold 3,899 iShares Core MSCI Emerging Markets ETF shares in Q2 2018, an estimated $228K.
  • Cobiz Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 1 quarter.
  • Cobiz Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $228K in Q1 2018.
  • 809 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2018.

Based on Cobiz Wealth's 13F filing for Q2 2018, filed 10 Jul 2018.