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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independence Wealth Advisors's IEMG Position: Q4 2020 in Review

Independence Wealth Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q4 2020 at 25,700 shares worth $1.59M. The position accounts for 3.57% of the portfolio, ranked #7.

Independence Wealth Advisors first reported a position in IEMG in Q4 2017 and has held it in 13 quarters since. The position peaked at $10.6M in Q4 2019. 1,295 funds tracked by Wall St. Rank hold IEMG as of Q4 2020.

Independence Wealth Advisors held 25,700 shares of iShares Core MSCI Emerging Markets ETF worth $1.59M as of Q4 2020.
Independence Wealth Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q4 2020.
iShares Core MSCI Emerging Markets ETF made up 3.57% of Independence Wealth Advisors's portfolio in Q4 2020, its #7 holding.
Independence Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 13 quarters since.
Independence Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $10.6M in Q4 2019.
1,295 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.