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

KDI Capital 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
2021 Q3	$1.1M	Buy	17,751 +1,328	+8%	+$84.5K	0.38%	28
2021 Q2	$1.1M	Buy	16,423 +3,503	+27%	+$231K	0.36%	29
2021 Q1	$832K	Buy	12,920 +562	+5%	+$37K	0.32%	27
2020 Q4	$767K	Buy	12,358 +222	+2%	+$12.8K	0.35%	28
2020 Q3	$641K	Sell	12,136 -406	-3%	-$21.3K	0.32%	26
2020 Q2	$597K	Sell	12,542 -1,969	-14%	-$87.9K	0.31%	26
2020 Q1	$587K	Buy	14,511 +2,173	+18%	+$107K	0.27%	27
2019 Q4	$663K	Sell	12,338 -2,603	-17%	-$134K	0.24%	28
2019 Q3	$732K	Buy	14,941 +1,174	+9%	+$58.2K	0.29%	30
2019 Q2	$708K	Buy	13,767 +1,282	+10%	+$65.5K	0.26%	31
2019 Q1	$646K	Buy	12,485 +217	+2%	+$11K	0.23%	38
2018 Q4	$578K	Buy	12,268 +3,541	+41%	+$171K	0.2%	43
2018 Q3	$452K	Sell	8,727 -20,794	-70%	-$1.09M	0.14%	52
2018 Q2	$1.55M	Buy	29,521 +500	+2%	+$28K	0.49%	37
2018 Q1	$1.7M	Buy	29,021 +1,730	+6%	+$102K	0.55%	37
2017 Q4	$1.55M	Buy	27,291 +23,713	+663%	+$1.32M	0.62%	41
2017 Q3	$640K	Sell	3,578 -18,978	-84%	-$1.01M	0.21%	52
2017 Q2	$1.13M	Buy	22,556 +2,054	+10%	+$101K	0.38%	51
2017 Q1	$980K	Buy	20,502 +2,851	+16%	+$131K	0.34%	52
2016 Q4	$749K	Buy	+17,651	New	+$774K	0.24%	44

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KDI Capital Partners's IEMG Position: Q3 2021 in Review

KDI Capital Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8.1% in Q3 2021, buying an estimated $84.5K and bringing the position to 17,751 shares worth $1.1M. The position accounts for 0.38% of the portfolio, ranked #28.

KDI Capital Partners first reported a position in IEMG in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.7M in Q1 2018. 1,328 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

KDI Capital Partners held 17,751 shares of iShares Core MSCI Emerging Markets ETF worth $1.1M as of Q3 2021.
KDI Capital Partners bought 1,328 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $84.5K.
iShares Core MSCI Emerging Markets ETF made up 0.38% of KDI Capital Partners's portfolio in Q3 2021, its #28 holding.
KDI Capital Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 20 quarters since.
KDI Capital Partners's iShares Core MSCI Emerging Markets ETF position peaked at $1.7M in Q1 2018.
1,328 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on KDI Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.