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Investment Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Investment Partners’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
Q2 		– Sell
-49,306
Closed -$2M – 149
2020
Q1 		$2M Hold
49,306
– – 1.44% 18
2019
Q4 		$2.65M Hold
49,306
– – 1.79% 13
2019
Q3 		$2.42M Sell
49,306
-178
-0.4% -$8.83K 1.76% 12
2019
Q2 		$2.54M Sell
49,484
-419
-0.8% -$21.4K 1.82% 12
2019
Q1 		$2.58M Sell
49,903
-225
-0.4% -$11.4K 1.87% 12
2018
Q4 		$2.36M Buy
50,128
+2,866
+6% +$139K 1.99% 12
2018
Q3 		$2.85M Buy
47,262
+238
+0.5% +$12.4K 1.58% 19
2018
Q2 		$2.47M Buy
47,024
+290
+0.6% +$16.3K 1.83% 14
2018
Q1 		$2.73M Buy
46,734
+7,000
+18% +$414K 2.03% 12
2017
Q4 		$2.26M Buy
39,734
+602
+2% +$33.6K 1.68% 16
2017
Q3 		$2.11M Buy
39,132
+140
+0.4% +$7.43K 1.81% 15
2017
Q2 		$1.95M Buy
38,992
+175
+0.5% +$8.63K 1.77% 16
2017
Q1 		$1.85M Sell
38,817
-1,037
-3% -$47.8K 1.79% 15
2016
Q4 		$1.69M Buy
39,854
+4,254
+12% +$187K 1.65% 16
2016
Q3 		$1.62M Hold
35,600
– – 0.92% 39
2016
Q2 		$1.49M Buy
35,600
+4,000
+13% +$164K 1.48% 20
2016
Q1 		$1.25M Hold
31,600
– – 0.81% 39
2015
Q4 		$1.25M Buy
+31,600
New +$1.32M 1.5% 18

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment Partners's IEMG Position: Q2 2020 in Review

Investment Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2020, closing a stake of 49,306 shares — an estimated $2M sold.

Investment Partners first reported a position in IEMG in Q4 2015 and held it in 18 quarters. The position peaked at $2.85M in Q3 2018. 1,068 funds tracked by Wall St. Rank hold IEMG as of Q2 2020.

  • Investment Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Investment Partners sold 49,306 iShares Core MSCI Emerging Markets ETF shares in Q2 2020, an estimated $2M.
  • Investment Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and held it in 18 quarters.
  • Investment Partners's iShares Core MSCI Emerging Markets ETF position peaked at $2.85M in Q3 2018.
  • 1,068 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2020.

Based on Investment Partners's 13F filing for Q2 2020, filed 6 Aug 2020.