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

Filbrandt 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
2020 Q4	–	Sell	-465	Closed	-$25K	–	175
2020 Q3	$25K	Sell	465 -667	-59%	-$35K	0.02%	106
2020 Q2	$54K	Buy	+1,132	New	+$50.5K	0.04%	111

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Filbrandt Wealth Management's IEMG Position: Q4 2020 in Review

Filbrandt Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2020, closing a stake of 465 shares — an estimated $25K sold.

Filbrandt Wealth Management first reported a position in IEMG in Q2 2020 and held it in 2 quarters. The position peaked at $54K in Q2 2020. 1,295 funds tracked by Wall St. Rank hold IEMG as of Q4 2020.

Filbrandt Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
Filbrandt Wealth Management sold 465 iShares Core MSCI Emerging Markets ETF shares in Q4 2020, an estimated $25K.
Filbrandt Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and held it in 2 quarters.
Filbrandt Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $54K in Q2 2020.
1,295 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2020.

Based on Filbrandt Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.