Lighthouse Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lighthouse Financial 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
2021 Q1	–	Sell	-4,488	Closed	-$278K	–	112
2020 Q4	$278K	Sell	4,488 -183	-4%	-$10.6K	0.09%	91
2020 Q3	$246K	Sell	4,671 -168	-3%	-$8.81K	0.09%	91
2020 Q2	$230K	Buy	+4,839	New	+$216K	0.1%	92
2020 Q1	–	Sell	-1,194	Closed	-$64K	–	160
2019 Q4	$64K	Buy	+1,194	New	+$61.5K	0.03%	114

Other funds holding IEMG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lighthouse Financial Advisors's IEMG Position: Q1 2021 in Review

Lighthouse Financial Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2021, closing a stake of 4,488 shares — an estimated $278K sold.

Lighthouse Financial Advisors first reported a position in IEMG in Q4 2019 and held it in 4 quarters. The position peaked at $278K in Q4 2020. 1,346 funds tracked by Wall St. Rank hold IEMG as of Q1 2021.

Lighthouse Financial Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
Lighthouse Financial Advisors sold 4,488 iShares Core MSCI Emerging Markets ETF shares in Q1 2021, an estimated $278K.
Lighthouse Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 4 quarters.
Lighthouse Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $278K in Q4 2020.
1,346 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.