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

Gresham Partners’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
2020
Q1 		$16.1M Sell
398,781
-254,000
-39% -$12.5M 61.54% 1
2019
Q4 		$35.1M Buy
652,781
+536,264
+460% +$27.6M 79.45% 1
2019
Q3 		$5.71M Hold
116,517
– – 40.4% 1
2019
Q2 		$5.99M Buy
+116,517
New +$5.95M 40.93% 1

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Gresham Partners's IEMG Position: Q1 2020 in Review

Gresham Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 39% in Q1 2020, selling an estimated $12.5M and leaving 398,781 shares worth $16.1M. The position accounts for 61.54% of the portfolio, ranked #1.

Gresham Partners first reported a position in IEMG in Q2 2019 and has held it in 4 quarters since. The position peaked at $35.1M in Q4 2019. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

  • Gresham Partners held 398,781 shares of iShares Core MSCI Emerging Markets ETF worth $16.1M as of Q1 2020.
  • Gresham Partners sold 254,000 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $12.5M.
  • iShares Core MSCI Emerging Markets ETF made up 61.54% of Gresham Partners's portfolio in Q1 2020, its #1 holding.
  • Gresham Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2019 and has held it in 4 quarters since.
  • Gresham Partners's iShares Core MSCI Emerging Markets ETF position peaked at $35.1M in Q4 2019.
  • 1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Gresham Partners's 13F filing for Q1 2020, filed 8 May 2020.