Cornerstone Financial Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Cornerstone Financial Partners’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 Q4	$4M	Buy	70,405 +27,593	+64%	+$1.54M	1.31%	24
2017 Q3	$2.31M	Buy	42,812 +29,598	+224%	+$1.57M	0.88%	32
2017 Q2	$667K	Buy	13,214 +1,589	+14%	+$78.4K	0.26%	66
2017 Q1	$556K	Sell	11,625 -19,610	-63%	-$903K	0.19%	91
2016 Q4	$1.33M	Buy	+31,235	New	+$1.37M	0.42%	57

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Cornerstone Financial Partners's IEMG Position: Q4 2017 in Review

Cornerstone Financial Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 64% in Q4 2017, buying an estimated $1.54M and bringing the position to 70,405 shares worth $4M. The position accounts for 1.31% of the portfolio, ranked #24.

Cornerstone Financial Partners first reported a position in IEMG in Q4 2016 and has held it in 5 quarters since. 752 funds tracked by Wall St. Rank hold IEMG as of Q4 2017.

Cornerstone Financial Partners held 70,405 shares of iShares Core MSCI Emerging Markets ETF worth $4M as of Q4 2017.
Cornerstone Financial Partners bought 27,593 iShares Core MSCI Emerging Markets ETF shares in Q4 2017, an estimated $1.54M.
iShares Core MSCI Emerging Markets ETF made up 1.31% of Cornerstone Financial Partners's portfolio in Q4 2017, its #24 holding.
Cornerstone Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 5 quarters since.
752 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.