Doyle Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Doyle Wealth Management’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 Q3	–	Sell	-293	Closed	-$15K	–	439
2019 Q2	$15K	Buy	+293	New	+$15K	﹤0.01%	561
2019 Q1	–	Sell	-401	Closed	-$19K	–	424
2018 Q4	$19K	Buy	+401	New	+$19.4K	﹤0.01%	520

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Doyle Wealth Management's IEMG Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2019, closing a stake of 293 shares — an estimated $15K sold.

Doyle Wealth Management first reported a position in IEMG in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2018. 1,004 funds tracked by Wall St. Rank hold IEMG as of Q3 2019.

Doyle Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 293 iShares Core MSCI Emerging Markets ETF shares in Q3 2019, an estimated $15K.
Doyle Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $19K in Q4 2018.
1,004 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.