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Fiduciary Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Fiduciary Planning’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 		– Sell
-5
Closed – – 153
2021
Q1 		$0 Hold
5
– – ﹤0.01% 272
2020
Q4 		$0 Hold
5
– – ﹤0.01% 250
2020
Q3 		$0 Buy
+5
New +$262 ﹤0.01% 202
2020
Q1 		– Sell
-8,633
Closed -$452K – 57
2019
Q4 		$452K Buy
+8,633
New +$445K 0.42% 37

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiduciary Planning's IEMG Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2021, closing a stake of 5 shares.

Fiduciary Planning first reported a position in IEMG in Q4 2019 and held it in 4 quarters. The position peaked at $452K in Q4 2019. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 5 iShares Core MSCI Emerging Markets ETF shares in Q2 2021.
  • Fiduciary Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 4 quarters.
  • Fiduciary Planning's iShares Core MSCI Emerging Markets ETF position peaked at $452K in Q4 2019.
  • 1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.