LifePlan Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

LifePlan Financial Group’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 Q3	$169K	Sell	3,209 -420	-12%	-$22K	0.07%	143
2020 Q2	$173K	Sell	3,629 -175	-5%	-$7.81K	0.08%	137
2020 Q1	$154K	Sell	3,804 -13,999	-79%	-$687K	0.08%	132
2019 Q4	$957K	Buy	17,803 +6,227	+54%	+$321K	0.43%	50
2019 Q3	$567K	Buy	11,576 +150	+1%	+$7.44K	0.27%	68
2019 Q2	$588K	Buy	11,426 +7,398	+184%	+$378K	0.28%	64
2019 Q1	$208K	Buy	4,028 +2,315	+135%	+$117K	0.11%	122
2018 Q4	$81K	Sell	1,713 -89	-5%	-$4.3K	0.05%	190
2018 Q3	$93K	Buy	1,802 +246	+16%	+$12.8K	0.05%	191
2018 Q2	$82K	Buy	1,556 +148	+11%	+$8.3K	0.05%	193
2018 Q1	$82K	Sell	1,408 -9,748	-87%	-$576K	0.05%	180
2017 Q4	$603K	Hold	11,156	–	–	0.38%	51
2017 Q3	$603K	Sell	11,156 -117	-1%	-$6.21K	0.38%	51
2017 Q2	$564K	Buy	+11,273	New	+$556K	0.39%	52

Other funds holding IEMG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LifePlan Financial Group's IEMG Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q3 2020, selling an estimated $22K and leaving 3,209 shares worth $169K. The position accounts for 0.07% of the portfolio, ranked #143.

LifePlan Financial Group first reported a position in IEMG in Q2 2017 and has held it in 14 quarters since. The position peaked at $957K in Q4 2019. 1,122 funds tracked by Wall St. Rank hold IEMG as of Q3 2020.

LifePlan Financial Group held 3,209 shares of iShares Core MSCI Emerging Markets ETF worth $169K as of Q3 2020.
LifePlan Financial Group sold 420 iShares Core MSCI Emerging Markets ETF shares in Q3 2020, an estimated $22K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #143 holding.
LifePlan Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 14 quarters since.
LifePlan Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $957K in Q4 2019.
1,122 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.