Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
EDRIA
Edmonds Duncan Registered Investment Advisors’s
iShares Core MSCI Emerging Markets ETF
IEMG
Stock Holding History
Edmonds Duncan Registered Investment 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
2020
Q1
–
Sell
-49,902
Closed
-$2.68M
–
118
2019
Q4
$2.68M
Buy
49,902
+1,967
+4%
+$101K
1.09%
28
2019
Q3
$2.35M
Sell
47,935
-923
-2%
-$45.8K
0.99%
30
2019
Q2
$2.55M
Sell
48,858
-254
-0.5%
-$13K
1.05%
29
2019
Q1
$2.54M
Buy
49,112
+391
+0.8%
+$19.8K
1.06%
28
2018
Q4
$2.3M
Buy
48,721
+3,731
+8%
+$180K
1.07%
28
2018
Q3
$2.33M
Buy
44,990
+4,000
+10%
+$209K
0.95%
30
2018
Q2
$2.15M
Buy
40,990
+1,431
+4%
+$80.2K
0.94%
32
2018
Q1
$2.31M
Buy
39,559
+146
+0.4%
+$8.63K
1.04%
31
2017
Q4
$2.24M
Buy
39,413
+3,050
+8%
+$170K
1.01%
31
2017
Q3
$2.05M
Sell
36,363
-9,503
-21%
-$504K
0.95%
33
2017
Q2
$2.29M
Sell
45,866
-1,914
-4%
-$94.4K
1.32%
23
2017
Q1
$2.32M
Buy
47,780
+1,144
+2%
+$52.7K
1.23%
27
2016
Q4
$1.98M
Buy
46,636
+9,158
+24%
+$402K
1.15%
28
2016
Q3
$1.68M
Sell
37,478
-709
-2%
-$31.5K
1.02%
31
2016
Q2
$1.72M
Buy
38,187
+783
+2%
+$32.1K
1.03%
32
2016
Q1
$1.56M
Buy
37,404
+854
+2%
+$32.3K
1.04%
33
2015
Q4
$1.44M
Buy
+36,550
New
+$1.52M
0.99%
33
Other funds holding IEMG
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
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
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee, Wisconsin
$6.6B AUM
19.75%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close