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

Cumberland 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
2022 Q1	–	Sell	-6,460	Closed	-$387K	–	62
2021 Q4	$387K	Buy	+6,460	New	+$399K	0.08%	53
2019 Q3	–	Sell	-180,720	Closed	-$9.3M	–	77
2019 Q2	$9.3M	Sell	180,720 -7,800	-4%	-$399K	3.14%	10
2019 Q1	$9.75M	Buy	+188,520	New	+$9.55M	3.38%	11
2014 Q4	–	Sell	-72,760	Closed	-$3.64M	–	74
2014 Q3	$3.64M	Buy	72,760 +20,450	+39%	+$1.08M	2.4%	15
2014 Q2	$2.7M	Buy	+52,310	New	+$2.66M	1.73%	24
2013 Q3	–	Sell	-18,500	Closed	-$852K	–	45
2013 Q2	$852K	Buy	+18,500	New	+$915K	0.47%	38

Other funds holding IEMG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Cumberland Advisors's IEMG Position: Q1 2022 in Review

Cumberland Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2022, closing a stake of 6,460 shares — an estimated $387K sold.

Cumberland Advisors first reported a position in IEMG in Q2 2013 and held it in 6 quarters. The position peaked at $9.75M in Q1 2019. 1,478 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

Cumberland Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Cumberland Advisors sold 6,460 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $387K.
Cumberland Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2013 and held it in 6 quarters.
Cumberland Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $9.75M in Q1 2019.
1,478 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on Cumberland Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.