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

Cypress Wealth 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
2019 Q1	$607K	Hold	11,744	–	–	0.69%	45
2018 Q4	$554K	Hold	11,744	–	–	0.76%	41
2018 Q3	$608K	Hold	11,744	–	–	0.64%	48
2018 Q2	$617K	Sell	11,744 -880	-7%	-$49.3K	0.67%	47
2018 Q1	$737K	Hold	12,624	–	–	0.8%	44
2017 Q4	$718K	Sell	12,624 -4,643	-27%	-$259K	0.69%	44
2017 Q3	$933K	Sell	17,267 -3,667	-18%	-$195K	1.51%	18
2017 Q2	$1.05M	Sell	20,934 -11,478	-35%	-$566K	1.22%	22
2017 Q1	$1.55M	Buy	32,412 +3,172	+11%	+$146K	0.71%	33
2016 Q4	$1.24M	Buy	29,240 +5,811	+25%	+$255K	0.57%	43
2016 Q3	$1.07M	Hold	23,429	–	–	0.48%	51
2016 Q2	$980K	Sell	23,429 -30,328	-56%	-$1.24M	0.48%	49
2016 Q1	$2.24M	Sell	53,757 -5,779	-10%	-$219K	1.02%	20
2015 Q4	$2.35M	Sell	59,536 -98,455	-62%	-$4.1M	1.19%	17
2015 Q3	$6.3M	Buy	157,991 +104,185	+194%	+$4.46M	3.41%	5
2015 Q2	$2.58M	Buy	+53,806	New	+$2.72M	1.51%	14

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cypress Wealth Advisors's IEMG Position: Q1 2019 in Review

Cypress Wealth Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2019 at 11,744 shares worth $607K. The position accounts for 0.69% of the portfolio, ranked #45.

Cypress Wealth Advisors first reported a position in IEMG in Q2 2015 and has held it in 16 quarters since. The position peaked at $6.3M in Q3 2015. 1,012 funds tracked by Wall St. Rank hold IEMG as of Q1 2019.

Cypress Wealth Advisors held 11,744 shares of iShares Core MSCI Emerging Markets ETF worth $607K as of Q1 2019.
Cypress Wealth Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2019.
iShares Core MSCI Emerging Markets ETF made up 0.69% of Cypress Wealth Advisors's portfolio in Q1 2019, its #45 holding.
Cypress Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $6.3M in Q3 2015.
1,012 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.