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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$26K Buy
628
+113
+22% +$4.27K 0.01% 595
2015
Q4
$20K Sell
515
-13,452
-96% -$560K 0.01% 660
2015
Q3
$557K Buy
13,967
+2,892
+26% +$124K 0.14% 126
2015
Q2
$532K Buy
11,075
+6,177
+126% +$313K 0.13% 140
2015
Q1
$237K Buy
+4,898
New +$235K 0.07% 201

Other funds holding IEMG

Gupta Wealth Management's IEMG Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 22% in Q1 2016, buying an estimated $4.27K and bringing the position to 628 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #595.

Gupta Wealth Management first reported a position in IEMG in Q1 2015 and has held it in 5 quarters since. The position peaked at $557K in Q3 2015. 317 funds tracked by Wall St. Rank hold IEMG as of Q1 2016.

  • Gupta Wealth Management held 628 shares of iShares Core MSCI Emerging Markets ETF worth $26K as of Q1 2016.
  • Gupta Wealth Management bought 113 iShares Core MSCI Emerging Markets ETF shares in Q1 2016, an estimated $4.27K.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #595 holding.
  • Gupta Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $557K in Q3 2015.
  • 317 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.