CT Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

CT Financial 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
2017 Q1	$222K	Hold	4,644	–	–	0.14%	146
2016 Q4	$197K	Buy	4,644 +57	+1%	+$2.5K	0.13%	149
2016 Q3	$209K	Sell	4,587 -677	-13%	-$30.1K	0.13%	142
2016 Q2	$220K	Sell	5,264 -92	-2%	-$3.77K	0.14%	134
2016 Q1	$223K	Hold	5,356	–	–	0.13%	144
2015 Q4	$211K	Buy	5,356 +1,060	+25%	+$44.2K	0.12%	144
2015 Q3	$171K	Sell	4,296 -1,994	-32%	-$85.4K	0.11%	158
2015 Q2	$302K	Sell	6,290 -268	-4%	-$13.6K	0.17%	111
2015 Q1	$317K	Buy	6,558 +170	+3%	+$8.14K	0.18%	112
2014 Q4	$300K	Buy	+6,388	New	+$312K	0.23%	88
2014 Q1	$317K	Buy	+6,558	New	+$309K	0.18%	112

Other funds holding IEMG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CT Financial Advisors's IEMG Position: Q1 2017 in Review

CT Financial Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2017 at 4,644 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #146.

CT Financial Advisors first reported a position in IEMG in Q1 2014 and has held it in 11 quarters since. The position peaked at $317K in Q1 2015. 493 funds tracked by Wall St. Rank hold IEMG as of Q1 2017.

CT Financial Advisors held 4,644 shares of iShares Core MSCI Emerging Markets ETF worth $222K as of Q1 2017.
CT Financial Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2017.
iShares Core MSCI Emerging Markets ETF made up 0.14% of CT Financial Advisors's portfolio in Q1 2017, its #146 holding.
CT Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $317K in Q1 2015.
493 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.