Lenox Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lenox Wealth 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
2022 Q1	$41K	Sell	739 -49	-6%	-$2.83K	0.01%	265
2021 Q4	$47K	Buy	788 +49	+7%	+$3.02K	0.01%	264
2021 Q3	$46K	Hold	739	–	–	0.01%	242
2021 Q2	$50K	Sell	739 -700	-49%	-$46.1K	0.01%	233
2021 Q1	$93K	Sell	1,439 -1,900	-57%	-$125K	0.01%	135
2020 Q4	$207K	Buy	3,339 +2,629	+370%	+$152K	0.03%	84
2020 Q3	$37K	Hold	710	–	–	0.01%	195
2020 Q2	$34K	Hold	710	–	–	0.01%	204
2020 Q1	$29K	Sell	710 -1,852	-72%	-$90.9K	0.01%	206
2019 Q4	$138K	Buy	2,562 +1,254	+96%	+$64.6K	0.02%	102
2019 Q3	$64K	Buy	1,308 +1,171	+855%	+$58.1K	0.01%	137
2019 Q2	$7K	Hold	137	–	–	﹤0.01%	300
2019 Q1	$7K	Sell	137 -136	-50%	-$6.89K	﹤0.01%	308
2018 Q4	$13K	Sell	273 -728	-73%	-$35.2K	﹤0.01%	227
2018 Q3	$52K	Buy	1,001 +864	+631%	+$45.1K	0.01%	131
2018 Q2	$7K	Hold	137	–	–	﹤0.01%	416
2018 Q1	$8K	Buy	+137	New	+$8.1K	﹤0.01%	378
2017 Q4	–	Sell	-909	Closed	-$49K	–	419
2017 Q3	$49K	Buy	+909	New	+$48.2K	0.02%	53

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lenox Wealth Advisors's IEMG Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.2% in Q1 2022, selling an estimated $2.83K and leaving 739 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #265.

Lenox Wealth Advisors first reported a position in IEMG in Q3 2017 and has held it in 18 quarters since. The position peaked at $207K in Q4 2020. 1,479 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

Lenox Wealth Advisors held 739 shares of iShares Core MSCI Emerging Markets ETF worth $41K as of Q1 2022.
Lenox Wealth Advisors sold 49 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $2.83K.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #265 holding.
Lenox Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $207K in Q4 2020.
1,479 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.