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Legacy Wealth Management (Tennessee)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Legacy Wealth Management (Tennessee)’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
2019
Q1 		– Sell
-40,672
Closed -$1.92M – 13
2018
Q4 		$1.92M Buy
+40,672
New +$1.97M 0.42% 15
2016
Q1 		– Sell
-302,645
Closed -$11.9M – 10
2015
Q4 		$11.9M Buy
+302,645
New +$12.6M 3.34% 6

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s IEMG Position: Q1 2019 in Review

Legacy Wealth Management (Tennessee) sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2019, closing a stake of 40,672 shares — an estimated $1.92M sold.

Legacy Wealth Management (Tennessee) first reported a position in IEMG in Q4 2015 and held it in 2 quarters. The position peaked at $11.9M in Q4 2015. 1,012 funds tracked by Wall St. Rank hold IEMG as of Q1 2019.

  • Legacy Wealth Management (Tennessee) reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 40,672 iShares Core MSCI Emerging Markets ETF shares in Q1 2019, an estimated $1.92M.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and held it in 2 quarters.
  • Legacy Wealth Management (Tennessee)'s iShares Core MSCI Emerging Markets ETF position peaked at $11.9M in Q4 2015.
  • 1,012 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2019.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2019, filed 22 Apr 2019.