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Independence Trust’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Independence Trust’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
2017
Q4 		$615K Hold
10,809
– – 0.68% 26
2017
Q3 		$584K Hold
10,809
– – 0.67% 29
2017
Q2 		$541K Hold
10,809
– – 0.64% 29
2017
Q1 		$517K Buy
+10,809
New +$498K 0.66% 30

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

Independence Trust's IEMG Position: Q4 2017 in Review

Independence Trust held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q4 2017 at 10,809 shares worth $615K. The position accounts for 0.68% of the portfolio, ranked #26.

Independence Trust first reported a position in IEMG in Q1 2017 and has held it in 4 quarters since. 752 funds tracked by Wall St. Rank hold IEMG as of Q4 2017.

  • Independence Trust held 10,809 shares of iShares Core MSCI Emerging Markets ETF worth $615K as of Q4 2017.
  • Independence Trust left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q4 2017.
  • iShares Core MSCI Emerging Markets ETF made up 0.68% of Independence Trust's portfolio in Q4 2017, its #26 holding.
  • Independence Trust first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and has held it in 4 quarters since.
  • 752 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.