FormulaFolio Investments’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

FormulaFolio Investments’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	$216K	Buy	3,218 +23	+0.7%	+$1.51K	0.07%	83
2021 Q1	$208K	Sell	3,195 -169,397	-98%	-$11.1M	0.07%	83
2020 Q4	$10.7M	Sell	172,592 -2,568	-1%	-$148K	0.22%	83
2020 Q3	$9.25M	Buy	175,160 +36,149	+26%	+$1.9M	0.36%	45
2020 Q2	$6.62M	Buy	139,011 +7,363	+6%	+$329K	0.27%	50
2020 Q1	$5.33M	Sell	131,648 -430,161	-77%	-$21.1M	0.28%	49
2019 Q4	$30.2M	Sell	561,809 -9,712	-2%	-$500K	1.08%	26
2019 Q3	$28M	Buy	571,521 +1,726	+0.3%	+$85.6K	1.08%	19
2019 Q2	$29.3M	Buy	569,795 +19,088	+3%	+$975K	1.23%	18
2019 Q1	$28.5M	Buy	550,707 +23,993	+5%	+$1.22M	1.25%	19
2018 Q4	$27.3M	Hold	526,714	–	–	1.2%	20
2018 Q3	$27.3M	Buy	526,714 +79,178	+18%	+$4.13M	1.2%	20
2018 Q2	$23.5M	Buy	447,536 +39,245	+10%	+$2.2M	1.12%	21
2018 Q1	$23.8M	Buy	408,291 +62,552	+18%	+$3.7M	1.4%	19
2017 Q4	$19.7M	Buy	345,739 +100,416	+41%	+$5.61M	1.29%	18
2017 Q3	$13.3M	Buy	245,323 +106,901	+77%	+$5.67M	1.02%	20
2017 Q2	$6.93M	Buy	138,422 +49,485	+56%	+$2.44M	0.63%	21
2017 Q1	$4.25M	Buy	88,937 +75,603	+567%	+$3.48M	0.47%	21
2016 Q4	$566K	Buy	+13,334	New	+$585K	0.08%	89

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FormulaFolio Investments's IEMG Position: Q2 2021 in Review

FormulaFolio Investments increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.72% in Q2 2021, buying an estimated $1.51K and bringing the position to 3,218 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #83.

FormulaFolio Investments first reported a position in IEMG in Q4 2016 and has held it in 19 quarters since. The position peaked at $30.2M in Q4 2019. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

FormulaFolio Investments held 3,218 shares of iShares Core MSCI Emerging Markets ETF worth $216K as of Q2 2021.
FormulaFolio Investments bought 23 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $1.51K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of FormulaFolio Investments's portfolio in Q2 2021, its #83 holding.
FormulaFolio Investments first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 19 quarters since.
FormulaFolio Investments's iShares Core MSCI Emerging Markets ETF position peaked at $30.2M in Q4 2019.
1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.