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

Gainplan’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
2019 Q4	–	Sell	-5,315	Closed	-$261K	–	56
2019 Q3	$261K	Sell	5,315 -111	-2%	-$5.5K	0.16%	30
2019 Q2	$279K	Sell	5,426 -1,273	-19%	-$65.1K	0.17%	26
2019 Q1	$346K	Sell	6,699 -371	-5%	-$18.8K	0.39%	15
2018 Q4	$333K	Buy	7,070 +90	+1%	+$4.35K	0.33%	10
2018 Q3	$361K	Sell	6,980 -402	-5%	-$21K	0.2%	13
2018 Q2	$388K	Buy	7,382 +2,725	+59%	+$153K	0.28%	12
2018 Q1	$272K	Buy	+4,657	New	+$275K	0.35%	11

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gainplan's IEMG Position: Q4 2019 in Review

Gainplan sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2019, closing a stake of 5,315 shares — an estimated $261K sold.

Gainplan first reported a position in IEMG in Q1 2018 and held it in 7 quarters. The position peaked at $388K in Q2 2018. 1,166 funds tracked by Wall St. Rank hold IEMG as of Q4 2019.

Gainplan reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Gainplan sold 5,315 iShares Core MSCI Emerging Markets ETF shares in Q4 2019, an estimated $261K.
Gainplan first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 7 quarters.
Gainplan's iShares Core MSCI Emerging Markets ETF position peaked at $388K in Q2 2018.
1,166 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2019.

Based on Gainplan's 13F filing for Q4 2019, filed 15 Jan 2020.