IWP
ADRE

IAG Wealth Partners’s Invesco BLDRS Emerging Markets 50 ADR Index Fund ADRE Stock Holding History

IAG Wealth Partners’s Portfolio ADRE Stock Details ADRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-350
Closed -$16K – 472
2019
Q4 		$16K Buy
+350
New +$14.5K 0.01% 198

Other funds holding ADRE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IAG Wealth Partners's ADRE Position: Q1 2020 in Review

IAG Wealth Partners sold out of Invesco BLDRS Emerging Markets 50 ADR Index Fund (ADRE) in Q1 2020, closing a stake of 350 shares — an estimated $16K sold.

IAG Wealth Partners first reported a position in ADRE in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 40 funds tracked by Wall St. Rank hold ADRE as of Q1 2020.

  • IAG Wealth Partners reported no remaining Invesco BLDRS Emerging Markets 50 ADR Index Fund position as of Q1 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 350 Invesco BLDRS Emerging Markets 50 ADR Index Fund shares in Q1 2020, an estimated $16K.
  • IAG Wealth Partners first reported a position in Invesco BLDRS Emerging Markets 50 ADR Index Fund in Q4 2019 and held it in 1 quarter.
  • IAG Wealth Partners's Invesco BLDRS Emerging Markets 50 ADR Index Fund position peaked at $16K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held Invesco BLDRS Emerging Markets 50 ADR Index Fund as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.