EMG Holdings’s iShares US Real Estate ETF IYR Stock Holding History

EMG Holdings’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-17,200	Closed	-$1.4M	–	124
2022 Q3	$1.4M	Sell	17,200 -5,000	-23%	-$473K	0.18%	45
2022 Q2	$2.04M	Buy	+22,200	New	+$2.21M	0.31%	55

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EMG Holdings's IYR Position: Q3 2022 in Review

EMG Holdings sold out of iShares US Real Estate ETF (IYR) in Q3 2022, closing a stake of 5,500 shares — an estimated $521K sold.

EMG Holdings first reported a position in IYR in Q2 2022 and held it in 1 quarter. The position peaked at $506K in Q2 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

EMG Holdings reported no remaining iShares US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
EMG Holdings sold 5,500 iShares US Real Estate ETF shares in Q3 2022, an estimated $521K.
EMG Holdings first reported a position in iShares US Real Estate ETF in Q2 2022 and held it in 1 quarter.
EMG Holdings's iShares US Real Estate ETF position peaked at $506K in Q2 2022.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on EMG Holdings's 13F filing for Q3 2022, filed 9 Nov 2022.