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

Harborview Advisors’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
2021 Q2	–	Sell	-4,965	Closed	-$320K	–	105
2021 Q1	$320K	Sell	4,965 -5,852	-54%	-$385K	0.19%	75
2020 Q4	$671K	Sell	10,817 -8,068	-43%	-$465K	0.45%	55
2020 Q3	$997K	Buy	18,885 +1,230	+7%	+$64.5K	0.76%	30
2020 Q2	$840K	Buy	17,655 +9,117	+107%	+$407K	0.69%	32
2020 Q1	$346K	Buy	+8,538	New	+$419K	0.34%	56

Other funds holding IEMG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Harborview Advisors's IEMG Position: Q2 2021 in Review

Harborview Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2021, closing a stake of 4,965 shares — an estimated $320K sold.

Harborview Advisors first reported a position in IEMG in Q1 2020 and held it in 5 quarters. The position peaked at $997K in Q3 2020. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

Harborview Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Harborview Advisors sold 4,965 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $320K.
Harborview Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and held it in 5 quarters.
Harborview Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $997K in Q3 2020.
1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Harborview Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.