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

Legacy Wealth Partners (California)’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
Q2 		$4.43M Sell
66,161
-60,146
-48% -$3.96M 2.46% 9
2021
Q1 		$8.13M Sell
126,307
-101,940
-45% -$6.71M 4.76% 7
2020
Q4 		$14.2M Sell
228,247
-9,960
-4% -$574K 8.9% 2
2020
Q3 		$12.6M Buy
238,207
+51,462
+28% +$2.7M 8.89% 2
2020
Q2 		$8.89M Buy
186,745
+106,843
+134% +$4.77M 6.72% 3
2020
Q1 		$3.23M Buy
79,902
+33,978
+74% +$1.67M 3.01% 12
2019
Q4 		$2.42M Buy
+45,924
New +$2.37M 1.76% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Partners (California)'s IEMG Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 48% in Q2 2021, selling an estimated $3.96M and leaving 66,161 shares worth $4.43M. The position accounts for 2.46% of the portfolio, ranked #9.

Legacy Wealth Partners (California) first reported a position in IEMG in Q4 2019 and has held it in 7 quarters since. The position peaked at $14.2M in Q4 2020. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

  • Legacy Wealth Partners (California) held 66,161 shares of iShares Core MSCI Emerging Markets ETF worth $4.43M as of Q2 2021.
  • Legacy Wealth Partners (California) sold 60,146 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $3.96M.
  • iShares Core MSCI Emerging Markets ETF made up 2.46% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #9 holding.
  • Legacy Wealth Partners (California) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 7 quarters since.
  • Legacy Wealth Partners (California)'s iShares Core MSCI Emerging Markets ETF position peaked at $14.2M in Q4 2020.
  • 1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.