Executive Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Executive Wealth Management’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
2019 Q4	–	Sell	-10,615	Closed	-$520K	–	155
2019 Q3	$520K	Sell	10,615 -5,150	-33%	-$255K	0.08%	101
2019 Q2	$811K	Sell	15,765 -2,295	-13%	-$117K	0.11%	119
2019 Q1	$934K	Sell	18,060 -4,550	-20%	-$230K	0.17%	98
2018 Q4	$1.07M	Buy	+22,610	New	+$1.09M	0.19%	73

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Executive Wealth Management's IEMG Position: Q4 2019 in Review

Executive Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2019, closing a stake of 10,615 shares — an estimated $520K sold.

Executive Wealth Management first reported a position in IEMG in Q4 2018 and held it in 4 quarters. The position peaked at $1.07M in Q4 2018. 1,165 funds tracked by Wall St. Rank hold IEMG as of Q4 2019.

Executive Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Executive Wealth Management sold 10,615 iShares Core MSCI Emerging Markets ETF shares in Q4 2019, an estimated $520K.
Executive Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 4 quarters.
Executive Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.07M in Q4 2018.
1,165 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2019.

Based on Executive Wealth Management's 13F filing for Q4 2019, filed 23 Jan 2020.