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

Jeppson 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
2020
Q4 		– Sell
-1,595
Closed -$84K – 266
2020
Q3 		$84K Buy
+1,595
New +$83.6K 0.07% 183

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jeppson Wealth Management's IEMG Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2020, closing a stake of 1,595 shares — an estimated $84K sold.

Jeppson Wealth Management first reported a position in IEMG in Q3 2020 and held it in 1 quarter. The position peaked at $84K in Q3 2020. 1,294 funds tracked by Wall St. Rank hold IEMG as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,595 iShares Core MSCI Emerging Markets ETF shares in Q4 2020, an estimated $84K.
  • Jeppson Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $84K in Q3 2020.
  • 1,294 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.