FAG
IEMG icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
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