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

Fortress 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
2022
Q2 		– Sell
-4,328
Closed -$240K – 59
2022
Q1 		$240K Sell
4,328
-199
-4% -$11.5K 0.18% 52
2021
Q4 		$271K Buy
+4,527
New +$279K 0.2% 41

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return

Fortress Wealth Management's IEMG Position: Q2 2022 in Review

Fortress Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2022, closing a stake of 4,328 shares — an estimated $240K sold.

Fortress Wealth Management first reported a position in IEMG in Q4 2021 and held it in 2 quarters. The position peaked at $271K in Q4 2021. 1,447 funds tracked by Wall St. Rank hold IEMG as of Q2 2022.

  • Fortress Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Fortress Wealth Management sold 4,328 iShares Core MSCI Emerging Markets ETF shares in Q2 2022, an estimated $240K.
  • Fortress Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
  • Fortress Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $271K in Q4 2021.
  • 1,447 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2022.

Based on Fortress Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.