Integrated Wealth Management (Palm Desert)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-414
Closed -$19K 598
2016
Q3
$19K Buy
414
+273
+194% +$12.1K 0.01% 609
2016
Q2
$6K Buy
+141
New +$5.78K ﹤0.01% 874
2016
Q1
Sell
-4,343
Closed -$171K 1249
2015
Q4
$171K Buy
+4,343
New +$181K 0.07% 210

Other funds holding IEMG

Integrated Wealth Management (Palm Desert)'s IEMG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2016, closing a stake of 414 shares — an estimated $19K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IEMG in Q4 2015 and held it in 3 quarters. The position peaked at $171K in Q4 2015. 413 funds tracked by Wall St. Rank hold IEMG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 414 iShares Core MSCI Emerging Markets ETF shares in Q4 2016, an estimated $19K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s iShares Core MSCI Emerging Markets ETF position peaked at $171K in Q4 2015.
  • 413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.