LC
IEMG icon

Lourd Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lourd Capital’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
2019
Q2 		$241K Buy
4,680
+14
+0.3% +$715 0.02% 112
2019
Q1 		$241K Sell
4,666
-1,151
-20% -$58.3K 0.02% 108
2018
Q4 		$274K Buy
5,817
+1,293
+29% +$62.5K 0.02% 212
2018
Q3 		$234K Buy
+4,524
New +$236K 0.02% 274

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lourd Capital's IEMG Position: Q2 2019 in Review

Lourd Capital increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.3% in Q2 2019, buying an estimated $715 and bringing the position to 4,680 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #112.

Lourd Capital first reported a position in IEMG in Q3 2018 and has held it in 4 quarters since. The position peaked at $274K in Q4 2018. 1,010 funds tracked by Wall St. Rank hold IEMG as of Q2 2019.

  • Lourd Capital held 4,680 shares of iShares Core MSCI Emerging Markets ETF worth $241K as of Q2 2019.
  • Lourd Capital bought 14 iShares Core MSCI Emerging Markets ETF shares in Q2 2019, an estimated $715.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Lourd Capital's portfolio in Q2 2019, its #112 holding.
  • Lourd Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and has held it in 4 quarters since.
  • Lourd Capital's iShares Core MSCI Emerging Markets ETF position peaked at $274K in Q4 2018.
  • 1,010 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.