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

Edge 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
2022 Q1	–	Sell	-60	Closed	-$4K	–	259
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	355
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	366
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	356
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	345
2020 Q4	$4K	Sell	60 -175	-74%	-$10.1K	﹤0.01%	306
2020 Q3	$12K	Sell	235 -6,926	-97%	-$363K	﹤0.01%	309
2020 Q2	$341K	Sell	7,161 -2,347	-25%	-$105K	0.06%	113
2020 Q1	$385K	Sell	9,508 -2,544	-21%	-$125K	0.08%	103
2019 Q4	$647K	Sell	12,052 -1,872	-13%	-$96.5K	0.13%	87
2019 Q3	$682K	Sell	13,924 -4,521	-25%	-$224K	0.16%	80
2019 Q2	$948K	Sell	18,445 -313	-2%	-$16K	0.21%	70
2019 Q1	$971K	Buy	18,758 +1,728	+10%	+$87.5K	0.24%	70
2018 Q4	$803K	Buy	17,030 +3,835	+29%	+$185K	0.23%	66
2018 Q3	$683K	Buy	13,195 +11,577	+716%	+$604K	0.16%	78
2018 Q2	$85K	Buy	1,618 +320	+25%	+$17.9K	0.02%	203
2018 Q1	$76K	Buy	+1,298	New	+$76.8K	0.02%	188

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Edge Wealth Management's IEMG Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2022, closing a stake of 60 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in IEMG in Q1 2018 and held it in 16 quarters. The position peaked at $971K in Q1 2019. 1,479 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

Edge Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 60 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $4K.
Edge Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 16 quarters.
Edge Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $971K in Q1 2019.
1,479 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.