KOMWMG
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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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return