DBRC
IEMG icon

D.B. Root & Company’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

D.B. Root & Company’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
2018
Q4 		– Sell
-9,489
Closed -$491K – 199
2018
Q3 		$491K Sell
9,489
-291
-3% -$15.2K 0.22% 128
2018
Q2 		$514K Buy
9,780
+5,519
+130% +$309K 0.24% 131
2018
Q1 		$249K Buy
+4,261
New +$252K 0.13% 171

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.B. Root & Company's IEMG Position: Q4 2018 in Review

D.B. Root & Company sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2018, closing a stake of 9,489 shares — an estimated $491K sold.

D.B. Root & Company first reported a position in IEMG in Q1 2018 and held it in 3 quarters. The position peaked at $514K in Q2 2018. 957 funds tracked by Wall St. Rank hold IEMG as of Q4 2018.

  • D.B. Root & Company reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • D.B. Root & Company sold 9,489 iShares Core MSCI Emerging Markets ETF shares in Q4 2018, an estimated $491K.
  • D.B. Root & Company first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 3 quarters.
  • D.B. Root & Company's iShares Core MSCI Emerging Markets ETF position peaked at $514K in Q2 2018.
  • 957 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2018.

Based on D.B. Root & Company's 13F filing for Q4 2018, filed 24 Jan 2019.