Independent Portfolio Consultants’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Independent Portfolio Consultants’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 Q2	$14K	Sell	285 -200	-41%	-$9.87K	0.01%	658
2017 Q1	$23K	Sell	485 -315	-39%	-$14.5K	0.01%	648
2016 Q4	$34K	Sell	800 -50	-6%	-$2.19K	0.01%	580
2016 Q3	$39K	Sell	850 -480	-36%	-$21.3K	0.01%	584
2016 Q2	$56K	Hold	1,330	–	–	0.02%	532
2016 Q1	$55K	Sell	1,330 -535	-29%	-$20.2K	0.02%	562
2015 Q4	$73K	Sell	1,865 -775	-29%	-$32.3K	0.02%	525
2015 Q3	$105K	Buy	2,640 +105	+4%	+$4.5K	0.02%	443
2015 Q2	$122K	Sell	2,535 -1,425	-36%	-$72.1K	0.02%	457
2015 Q1	$191K	Sell	3,960 -4,645	-54%	-$222K	0.04%	369
2014 Q4	$405K	Sell	8,605 -16,220	-65%	-$792K	0.08%	276
2014 Q3	$1.24M	Sell	24,825 -38,365	-61%	-$2.03M	0.33%	69
2014 Q2	$3.27M	Buy	63,190 +6,030	+11%	+$306K	0.91%	6
2014 Q1	$2.81M	Buy	+57,160	New	+$2.69M	0.89%	6

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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

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

Independent Portfolio Consultants's IEMG Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 41% in Q2 2017, selling an estimated $9.87K and leaving 285 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #658.

Independent Portfolio Consultants first reported a position in IEMG in Q1 2014 and has held it in 14 quarters since. The position peaked at $3.27M in Q2 2014. 558 funds tracked by Wall St. Rank hold IEMG as of Q2 2017.

Independent Portfolio Consultants held 285 shares of iShares Core MSCI Emerging Markets ETF worth $14K as of Q2 2017.
Independent Portfolio Consultants sold 200 iShares Core MSCI Emerging Markets ETF shares in Q2 2017, an estimated $9.87K.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #658 holding.
Independent Portfolio Consultants first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2014 and has held it in 14 quarters since.
Independent Portfolio Consultants's iShares Core MSCI Emerging Markets ETF position peaked at $3.27M in Q2 2014.
558 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.