ERTS Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

ERTS Wealth 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	-5,671	Closed	-$305K	–	87
2019 Q4	$305K	Sell	5,671 -6,871	-55%	-$354K	0.14%	64
2019 Q3	$615K	Sell	12,542 -114,661	-90%	-$5.69M	0.31%	34
2019 Q2	$6.54M	Sell	127,203 -9,636	-7%	-$492K	3.61%	8
2019 Q1	$7.08M	Buy	136,839 +21,548	+19%	+$1.09M	4.21%	8
2018 Q4	$5.44M	Buy	+115,291	New	+$5.57M	3.89%	8

Other funds holding IEMG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

ERTS Wealth Advisors's IEMG Position: Q1 2020 in Review

ERTS Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 5,671 shares — an estimated $305K sold.

ERTS Wealth Advisors first reported a position in IEMG in Q4 2018 and held it in 5 quarters. The position peaked at $7.08M in Q1 2019. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

ERTS Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
ERTS Wealth Advisors sold 5,671 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $305K.
ERTS Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 5 quarters.
ERTS Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $7.08M in Q1 2019.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on ERTS Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.