EDRIA
IEMG icon

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's IEMG Position: Q1 2020 in Review

Edmonds Duncan Registered Investment Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 49,902 shares — an estimated $2.68M sold.

Edmonds Duncan Registered Investment Advisors first reported a position in IEMG in Q4 2015 and held it in 17 quarters. The position peaked at $2.68M in Q4 2019. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

  • Edmonds Duncan Registered Investment Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 49,902 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $2.68M.
  • Edmonds Duncan Registered Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and held it in 17 quarters.
  • Edmonds Duncan Registered Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $2.68M in Q4 2019.
  • 1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2020, filed 7 Apr 2020.