JWM
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Jacobus Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Jacobus Wealth Management’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
2014
Q2 		– Sell
-2,500
Closed -$123K – 319
2014
Q1 		$123K Buy
+2,500
New +$118K 0.03% 276

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Jacobus Wealth Management's IEMG Position: Q2 2014 in Review

Jacobus Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2014, closing a stake of 2,500 shares — an estimated $123K sold.

Jacobus Wealth Management first reported a position in IEMG in Q1 2014 and held it in 1 quarter. The position peaked at $123K in Q1 2014. 163 funds tracked by Wall St. Rank hold IEMG as of Q2 2014.

  • Jacobus Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 2,500 iShares Core MSCI Emerging Markets ETF shares in Q2 2014, an estimated $123K.
  • Jacobus Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2014 and held it in 1 quarter.
  • Jacobus Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $123K in Q1 2014.
  • 163 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2014.

Based on Jacobus Wealth Management's 13F filing for Q2 2014, filed 6 Aug 2014.