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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q3 		– Sell
-185
Closed -$7K – 439
2016
Q2 		$7K Buy
+185
New +$7.58K ﹤0.01% 298

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IEMG Position: Q3 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2016, closing a stake of 185 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IEMG in Q2 2016 and held it in 1 quarter. The position peaked at $7K in Q2 2016. 374 funds tracked by Wall St. Rank hold IEMG as of Q3 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 185 iShares Core MSCI Emerging Markets ETF shares in Q3 2016, an estimated $7K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares Core MSCI Emerging Markets ETF position peaked at $7K in Q2 2016.
  • 374 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2016, filed 14 Nov 2016.