Kerntke Otto McGlone Wealth Management Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	–	Sell	-77,340	Closed	-$5.18M	–	80
2021 Q2	$5.18M	Buy	77,340 +15,664	+25%	+$1.03M	2.07%	16
2021 Q1	$3.97M	Buy	61,676 +22,965	+59%	+$1.51M	2.08%	16
2020 Q4	$2.4M	Buy	38,711 +17,956	+87%	+$1.04M	1.42%	21
2020 Q3	$1.1M	Buy	20,755 +9,841	+90%	+$516K	0.8%	32
2020 Q2	$520K	Buy	10,914 +317	+3%	+$14.1K	0.47%	52
2020 Q1	$429K	Buy	10,597 +43	+0.4%	+$2.11K	0.48%	52
2019 Q4	$567K	Buy	+10,554	New	+$544K	0.48%	56

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IEMG Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2021, closing a stake of 77,340 shares — an estimated $5.18M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IEMG in Q4 2019 and held it in 7 quarters. The position peaked at $5.18M in Q2 2021. 1,329 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 77,340 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $5.18M.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 7 quarters.
Kerntke Otto McGlone Wealth Management Group's iShares Core MSCI Emerging Markets ETF position peaked at $5.18M in Q2 2021.
1,329 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.