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Hochman Cole Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Hochman Cole Investment 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
Q3 		$207K Sell
3,354
-150
-4% -$9.55K 0.08% 126
2021
Q2 		$235K Sell
3,504
-2,350
-40% -$155K 0.09% 117
2021
Q1 		$377K Hold
5,854
– – 0.16% 89
2020
Q4 		$363K Sell
5,854
-123
-2% -$7.09K 0.16% 87
2020
Q3 		$316K Sell
5,977
-2,411
-29% -$126K 0.16% 90
2020
Q2 		$399K Buy
8,388
+2,174
+35% +$97K 0.22% 75
2020
Q1 		$252K Sell
6,214
-917
-13% -$45K 0.17% 86
2019
Q4 		$383K Buy
7,131
+51
+0.7% +$2.63K 0.21% 78
2019
Q3 		$347K Hold
7,080
– – 0.22% 80
2019
Q2 		$364K Buy
7,080
+28
+0.4% +$1.43K 0.22% 80
2019
Q1 		$365K Hold
7,052
– – 0.22% 80
2018
Q4 		$333K Buy
7,052
+1,673
+31% +$80.9K 0.23% 77
2018
Q3 		$279K Hold
5,379
– – 0.17% 90
2018
Q2 		$282K Buy
5,379
+24
+0.4% +$1.35K 0.19% 85
2018
Q1 		$313K Hold
5,355
– – 0.22% 75
2017
Q4 		$305K Buy
5,355
+49
+0.9% +$2.74K 0.19% 74
2017
Q3 		$287K Hold
5,306
– – 0.19% 75
2017
Q2 		$266K Buy
5,306
+20
+0.4% +$987 0.18% 75
2017
Q1 		$253K Hold
5,286
– – 0.18% 76
2016
Q4 		$224K Buy
5,286
+436
+9% +$19.1K 0.16% 84
2016
Q3 		$221K Hold
4,850
– – 0.16% 78
2016
Q2 		$203K Hold
4,850
– – 0.17% 74
2016
Q1 		$202K Buy
+4,850
New +$183K 0.17% 76

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hochman Cole Investment Advisors's IEMG Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.3% in Q3 2021, selling an estimated $9.55K and leaving 3,354 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #126.

Hochman Cole Investment Advisors first reported a position in IEMG in Q1 2016 and has held it in 23 quarters since. The position peaked at $399K in Q2 2020. 1,328 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

  • Hochman Cole Investment Advisors held 3,354 shares of iShares Core MSCI Emerging Markets ETF worth $207K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 150 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $9.55K.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #126 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2016 and has held it in 23 quarters since.
  • Hochman Cole Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $399K in Q2 2020.
  • 1,328 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.