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JOYN Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-46,136
Closed -$2.48M – 125
2019
Q4 		$2.48M Sell
46,136
-555
-1% -$28.6K 0.53% 15
2019
Q3 		$2.29M Buy
46,691
+6,493
+16% +$322K 0.51% 15
2019
Q2 		$1.89M Sell
40,198
-5,520
-12% -$282K 0.42% 20
2019
Q1 		$2.36M Sell
45,718
-8,192
-15% -$415K 0.54% 16
2018
Q4 		$2.54M Sell
53,910
-86,928
-62% -$4.2M 0.58% 17
2018
Q3 		$7.29M Buy
140,838
+80,520
+133% +$4.2M 1.37% 10
2018
Q2 		$3.17M Buy
60,318
+7,682
+15% +$431K 0.68% 13
2018
Q1 		$3.07M Sell
52,636
-5,213
-9% -$308K 0.66% 13
2017
Q4 		$3.29M Buy
57,849
+1,784
+3% +$99.6K 0.7% 14
2017
Q3 		$3.03M Sell
56,065
-898
-2% -$47.6K 0.84% 12
2017
Q2 		$2.85M Buy
56,963
+399
+0.7% +$19.7K 0.84% 12
2017
Q1 		$2.7M Sell
56,564
-3,059
-5% -$141K 0.88% 12
2016
Q4 		$2.53M Buy
59,623
+2,356
+4% +$103K 0.88% 13
2016
Q3 		$2.61M Buy
57,267
+36,567
+177% +$1.62M 0.92% 12
2016
Q2 		$866K Buy
+20,700
New +$848K 0.33% 16

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

JOYN Advisors's IEMG Position: Q1 2020 in Review

JOYN Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 46,136 shares — an estimated $2.48M sold.

JOYN Advisors first reported a position in IEMG in Q2 2016 and held it in 15 quarters. The position peaked at $7.29M in Q3 2018. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

  • JOYN Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 46,136 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $2.48M.
  • JOYN Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2016 and held it in 15 quarters.
  • JOYN Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $7.29M in Q3 2018.
  • 1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.