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

Concert Wealth Management’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
2017
Q3 		– Sell
-4,993
Closed -$248K – 77
2017
Q2 		$248K Sell
4,993
-34,810
-87% -$1.72M 0.24% 121
2017
Q1 		$1.69M Buy
39,803
+6,351
+19% +$293K 0.38% 64
2016
Q4 		$1.42M Buy
33,452
+20,906
+167% +$917K 0.32% 82
2016
Q3 		$570K Buy
+12,546
New +$557K 0.07% 346

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
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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concert Wealth Management's IEMG Position: Q3 2017 in Review

Concert Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2017, closing a stake of 4,993 shares — an estimated $248K sold.

Concert Wealth Management first reported a position in IEMG in Q3 2016 and held it in 4 quarters. The position peaked at $1.69M in Q1 2017. 607 funds tracked by Wall St. Rank hold IEMG as of Q3 2017.

  • Concert Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,993 iShares Core MSCI Emerging Markets ETF shares in Q3 2017, an estimated $248K.
  • Concert Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2016 and held it in 4 quarters.
  • Concert Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.69M in Q1 2017.
  • 607 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.