Kings Point Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kings Point Capital Management’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
2022 Q1	$17K	Sell	315 -57	-15%	-$3.29K	﹤0.01%	503
2021 Q4	$22K	Buy	+372	New	+$23K	﹤0.01%	522
2020 Q4	–	Sell	-599	Closed	-$32K	–	500
2020 Q3	$32K	Buy	599 +12	+2%	+$629	﹤0.01%	352
2020 Q2	$28K	Hold	587	–	–	﹤0.01%	335
2020 Q1	$24K	Sell	587 -564	-49%	-$27.7K	﹤0.01%	360
2019 Q4	$62K	Hold	1,151	–	–	0.01%	289
2019 Q3	$56K	Sell	1,151 -820	-42%	-$40.7K	0.01%	285
2019 Q2	$101K	Hold	1,971	–	–	0.02%	198
2019 Q1	$102K	Buy	1,971 +87	+5%	+$4.41K	0.02%	173
2018 Q4	$89K	Buy	+1,884	New	+$91.1K	0.02%	170
2015 Q4	–	Sell	-300	Closed	-$12K	–	366
2015 Q3	$12K	Hold	300	–	–	﹤0.01%	351
2015 Q2	$14K	Buy	+300	New	+$15.2K	﹤0.01%	327

Other funds holding IEMG

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kings Point Capital Management's IEMG Position: Q1 2022 in Review

Kings Point Capital Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 15% in Q1 2022, selling an estimated $3.29K and leaving 315 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Kings Point Capital Management first reported a position in IEMG in Q2 2015 and has held it in 12 quarters since. The position peaked at $102K in Q1 2019. 1,479 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

Kings Point Capital Management held 315 shares of iShares Core MSCI Emerging Markets ETF worth $17K as of Q1 2022.
Kings Point Capital Management sold 57 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $3.29K.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #503 holding.
Kings Point Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and has held it in 12 quarters since.
Kings Point Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $102K in Q1 2019.
1,479 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.