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

KHP Capital’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
2018
Q3 		$9.15M Buy
176,630
+8,928
+5% +$466K 5.58% 3
2018
Q2 		$8.81M Buy
167,702
+7,219
+4% +$405K 5.72% 3
2018
Q1 		$9.37M Buy
160,483
+2,912
+2% +$172K 6.5% 3
2017
Q4 		$8.97M Buy
+157,571
New +$8.8M 6.51% 3

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KHP Capital's IEMG Position: Q3 2018 in Review

KHP Capital increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.3% in Q3 2018, buying an estimated $466K and bringing the position to 176,630 shares worth $9.15M. The position accounts for 5.58% of the portfolio, ranked #3.

KHP Capital first reported a position in IEMG in Q4 2017 and has held it in 4 quarters since. The position peaked at $9.37M in Q1 2018. 825 funds tracked by Wall St. Rank hold IEMG as of Q3 2018.

  • KHP Capital held 176,630 shares of iShares Core MSCI Emerging Markets ETF worth $9.15M as of Q3 2018.
  • KHP Capital bought 8,928 iShares Core MSCI Emerging Markets ETF shares in Q3 2018, an estimated $466K.
  • iShares Core MSCI Emerging Markets ETF made up 5.58% of KHP Capital's portfolio in Q3 2018, its #3 holding.
  • KHP Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 4 quarters since.
  • KHP Capital's iShares Core MSCI Emerging Markets ETF position peaked at $9.37M in Q1 2018.
  • 825 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.