Fusion Investment Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Fusion Investment 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
2015 Q4	$2M	Buy	50,724 +171	+0.3%	+$7.12K	5.35%	1
2015 Q3	$2.02M	Buy	50,553 +7,446	+17%	+$319K	4.77%	1
2015 Q2	$2.07M	Buy	43,107 +573	+1%	+$29K	1.6%	9
2015 Q1	$2.06M	Sell	42,534 -42,799	-50%	-$2.05M	1.64%	10
2014 Q4	$4.01M	Sell	85,333 -9,746	-10%	-$476K	3.39%	6
2014 Q3	$4.76M	Sell	95,079 -5,294	-5%	-$280K	4.11%	6
2014 Q2	$5.19M	Sell	100,373 -542	-0.5%	-$27.5K	4.46%	5
2014 Q1	$4.95M	Buy	100,915 +12,645	+14%	+$596K	5.03%	4
2013 Q4	$4.4M	Buy	+88,270	New	+$4.41M	3.25%	3

Other funds holding IEMG

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MTB

Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Fusion Investment Group's IEMG Position: Q4 2015 in Review

Fusion Investment Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.34% in Q4 2015, buying an estimated $7.12K and bringing the position to 50,724 shares worth $2M. The position accounts for 5.35% of the portfolio, ranked #1.

Fusion Investment Group first reported a position in IEMG in Q4 2013 and has held it in 9 quarters since. The position peaked at $5.19M in Q2 2014. 304 funds tracked by Wall St. Rank hold IEMG as of Q4 2015.

Fusion Investment Group held 50,724 shares of iShares Core MSCI Emerging Markets ETF worth $2M as of Q4 2015.
Fusion Investment Group bought 171 iShares Core MSCI Emerging Markets ETF shares in Q4 2015, an estimated $7.12K.
iShares Core MSCI Emerging Markets ETF made up 5.35% of Fusion Investment Group's portfolio in Q4 2015, its #1 holding.
Fusion Investment Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's iShares Core MSCI Emerging Markets ETF position peaked at $5.19M in Q2 2014.
304 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.