Financial Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Financial Advisory Group’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	-6,878	Closed	-$370K	–	71
2019 Q4	$370K	Sell	6,878 -125	-2%	-$6.44K	0.1%	55
2019 Q3	$343K	Hold	7,003	–	–	0.1%	55
2019 Q2	$360K	Sell	7,003 -527	-7%	-$26.9K	0.1%	51
2019 Q1	$389K	Hold	7,530	–	–	0.11%	51
2018 Q4	$355K	Hold	7,530	–	–	0.11%	51
2018 Q3	$390K	Hold	7,530	–	–	0.1%	46
2018 Q2	$395K	Sell	7,530 -545	-7%	-$30.6K	0.11%	48
2018 Q1	$472K	Buy	8,075 +1,062	+15%	+$62.8K	0.14%	41
2017 Q4	$399K	Hold	7,013	–	–	0.12%	46
2017 Q3	$379K	Buy	+7,013	New	+$372K	0.13%	42

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Financial Advisory Group's IEMG Position: Q1 2020 in Review

Financial Advisory Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 6,878 shares — an estimated $370K sold.

Financial Advisory Group first reported a position in IEMG in Q3 2017 and held it in 10 quarters. The position peaked at $472K in Q1 2018. 1,096 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

Financial Advisory Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Financial Advisory Group sold 6,878 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $370K.
Financial Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and held it in 10 quarters.
Financial Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $472K in Q1 2018.
1,096 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Financial Advisory Group's 13F filing for Q1 2020, filed 13 May 2020.