Legacy Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Legacy Financial Advisors’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 Q1	–	Sell	-16,791	Closed	-$1.04M	–	164
2020 Q4	$1.04M	Sell	16,791 -81,157	-83%	-$4.68M	0.29%	28
2020 Q3	$5.17M	Buy	97,948 +4,964	+5%	+$260K	1.58%	12
2020 Q2	$4.43M	Buy	92,984 +45,781	+97%	+$2.04M	1.59%	12
2020 Q1	$2.06M	Buy	+47,203	New	+$2.32M	0.76%	15
2019 Q3	–	Sell	-5,622	Closed	-$289K	–	116
2019 Q2	$289K	Sell	5,622 -73	-1%	-$3.73K	0.1%	93
2019 Q1	$294K	Sell	5,695 -678	-11%	-$34.3K	0.1%	89
2018 Q4	$300K	Buy	6,373 +673	+12%	+$32.5K	0.12%	74
2018 Q3	$295K	Hold	5,700	–	–	0.11%	79
2018 Q2	$302K	Sell	5,700 -2,939	-34%	-$165K	0.11%	77
2018 Q1	$502K	Sell	8,639 -1,881	-18%	-$111K	0.2%	50
2017 Q4	$598K	Buy	+10,520	New	+$587K	0.25%	36

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Advisors's IEMG Position: Q1 2021 in Review

Legacy Financial Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2021, closing a stake of 16,791 shares — an estimated $1.04M sold.

Legacy Financial Advisors first reported a position in IEMG in Q4 2017 and held it in 11 quarters. The position peaked at $5.17M in Q3 2020. 1,346 funds tracked by Wall St. Rank hold IEMG as of Q1 2021.

Legacy Financial Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
Legacy Financial Advisors sold 16,791 iShares Core MSCI Emerging Markets ETF shares in Q1 2021, an estimated $1.04M.
Legacy Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 11 quarters.
Legacy Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $5.17M in Q3 2020.
1,346 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2021.

Based on Legacy Financial Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.