Efficient Market Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Efficient Market 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
2017 Q1	$5.35M	Sell	111,869 -3,561	-3%	-$164K	0.74%	18
2016 Q4	$4.9M	Buy	115,430 +16,898	+17%	+$741K	0.73%	19
2016 Q3	$4.49M	Sell	98,532 -49,140	-33%	-$2.18M	0.69%	19
2016 Q2	$6.18M	Sell	147,672 -14,062	-9%	-$576K	1.01%	17
2016 Q1	$6.73M	Sell	161,734 -4,869	-3%	-$184K	1.16%	18
2015 Q4	$6.56M	Buy	166,603 +60,989	+58%	+$2.54M	1.41%	17
2015 Q3	$4.21M	Sell	105,614 -24,713	-19%	-$1.06M	1%	16
2015 Q2	$6.26M	Buy	130,327 +248	+0.2%	+$12.6K	1.45%	16
2015 Q1	$6.29M	Sell	130,079 -814	-0.6%	-$39K	1.45%	14
2014 Q4	$6.16M	Buy	130,893 +34,475	+36%	+$1.68M	1.51%	15
2014 Q3	$4.83M	Sell	96,418 -2,775	-3%	-$147K	1.28%	18
2014 Q2	$5.13M	Sell	99,193 -4,803	-5%	-$244K	1.3%	19
2014 Q1	$5.1M	Buy	103,996 +87,859	+544%	+$4.14M	1.36%	19
2013 Q4	$804K	Buy	+16,137	New	+$805K	0.24%	28

Other funds holding IEMG

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

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

Efficient Market Advisors's IEMG Position: Q1 2017 in Review

Efficient Market Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.1% in Q1 2017, selling an estimated $164K and leaving 111,869 shares worth $5.35M. The position accounts for 0.74% of the portfolio, ranked #18.

Efficient Market Advisors first reported a position in IEMG in Q4 2013 and has held it in 14 quarters since. The position peaked at $6.73M in Q1 2016. 493 funds tracked by Wall St. Rank hold IEMG as of Q1 2017.

Efficient Market Advisors held 111,869 shares of iShares Core MSCI Emerging Markets ETF worth $5.35M as of Q1 2017.
Efficient Market Advisors sold 3,561 iShares Core MSCI Emerging Markets ETF shares in Q1 2017, an estimated $164K.
iShares Core MSCI Emerging Markets ETF made up 0.74% of Efficient Market Advisors's portfolio in Q1 2017, its #18 holding.
Efficient Market Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2013 and has held it in 14 quarters since.
Efficient Market Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $6.73M in Q1 2016.
493 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.