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Epstein & White Financial’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Epstein & White Financial’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
2021
Q2 		$4.04M Buy
60,490
+3,131
+5% +$206K 1.07% 15
2021
Q1 		$3.68M Buy
57,359
+3,796
+7% +$250K 1.07% 16
2020
Q4 		$3.32M Buy
53,563
+3,451
+7% +$199K 1.02% 15
2020
Q3 		$2.64M Buy
50,112
+4,489
+10% +$235K 0.94% 13
2020
Q2 		$2.17M Buy
45,623
+7,271
+19% +$324K 0.82% 14
2020
Q1 		$1.54M Buy
+38,352
New +$1.88M 0.65% 16
2019
Q3 		– Sell
-4,910
Closed -$250K – 75
2019
Q2 		$250K Sell
4,910
-69
-1% -$3.53K 0.13% 68
2019
Q1 		$256K Sell
4,979
-597
-11% -$30.2K 0.15% 64
2018
Q4 		$267K Sell
5,576
-244
-4% -$11.8K 0.17% 57
2018
Q3 		$295K Sell
5,820
-1,180
-17% -$61.6K 0.19% 58
2018
Q2 		$363K Sell
7,000
-3,816
-35% -$214K 0.27% 63
2018
Q1 		$626K Sell
10,816
-43,656
-80% -$2.58M 0.4% 39
2017
Q4 		$3.24M Buy
+54,472
New +$3.04M 1.87% 11

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Epstein & White Financial's IEMG Position: Q2 2021 in Review

Epstein & White Financial increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.5% in Q2 2021, buying an estimated $206K and bringing the position to 60,490 shares worth $4.04M. The position accounts for 1.07% of the portfolio, ranked #15.

Epstein & White Financial first reported a position in IEMG in Q4 2017 and has held it in 13 quarters since. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

  • Epstein & White Financial held 60,490 shares of iShares Core MSCI Emerging Markets ETF worth $4.04M as of Q2 2021.
  • Epstein & White Financial bought 3,131 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $206K.
  • iShares Core MSCI Emerging Markets ETF made up 1.07% of Epstein & White Financial's portfolio in Q2 2021, its #15 holding.
  • Epstein & White Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 13 quarters since.
  • 1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.