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IWA
Independence Wealth Advisors’s
iShares Core MSCI Emerging Markets ETF
IEMG
Stock Holding History
Independence Wealth 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
2020
Q4
$1.59M
Hold
25,700
–
–
3.57%
7
2020
Q3
$1.36M
Sell
25,700
-17,204
-40%
-$902K
3.5%
7
2020
Q2
$2.04M
Sell
42,904
-159,733
-79%
-$7.13M
4.91%
6
2020
Q1
$8.2M
Buy
202,637
+5,064
+3%
+$249K
9.86%
2
2019
Q4
$10.6M
Buy
197,573
+4,118
+2%
+$212K
10.32%
3
2019
Q3
$9.48M
Sell
193,455
-1,770
-0.9%
-$87.8K
10.01%
3
2019
Q2
$10M
Buy
195,225
+13,172
+7%
+$673K
9.9%
3
2019
Q1
$9.41M
Buy
182,053
+50,276
+38%
+$2.55M
10.15%
2
2018
Q4
$6.21M
Sell
131,777
-11,336
-8%
-$548K
7.47%
5
2018
Q3
$7.41M
Buy
143,113
+2,216
+2%
+$116K
7.5%
5
2018
Q2
$7.4M
Buy
140,897
+2,973
+2%
+$167K
7.69%
5
2018
Q1
$8.05M
Buy
137,924
+2,974
+2%
+$176K
7.44%
5
2017
Q4
$7.68M
Buy
+134,950
New
+$7.53M
7.02%
5
Other funds holding IEMG
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
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
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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