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

Lenox Wealth 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
2020 Q2	$41K	Sell	881 -232	-21%	-$10.4K	0.01%	278
2020 Q1	$45K	Sell	1,113 -3,248	-74%	-$160K	0.02%	252
2019 Q4	$234K	Buy	4,361 +1,406	+48%	+$72.5K	0.07%	136
2019 Q3	$144K	Buy	2,955 +609	+26%	+$30.2K	0.04%	163
2019 Q2	$120K	Buy	2,346 +1,092	+87%	+$55.8K	0.04%	170
2019 Q1	$65K	Buy	1,254 +509	+68%	+$25.8K	0.02%	220
2018 Q4	$37K	Buy	+745	New	+$36K	0.01%	229

Other funds holding IEMG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lenox Wealth Management's IEMG Position: Q2 2020 in Review

Lenox Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 21% in Q2 2020, selling an estimated $10.4K and leaving 881 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #278.

Lenox Wealth Management first reported a position in IEMG in Q4 2018 and has held it in 7 quarters since. The position peaked at $234K in Q4 2019. 1,068 funds tracked by Wall St. Rank hold IEMG as of Q2 2020.

Lenox Wealth Management held 881 shares of iShares Core MSCI Emerging Markets ETF worth $41K as of Q2 2020.
Lenox Wealth Management sold 232 iShares Core MSCI Emerging Markets ETF shares in Q2 2020, an estimated $10.4K.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #278 holding.
Lenox Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 7 quarters since.
Lenox Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $234K in Q4 2019.
1,068 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.