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Lynch & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lynch & Associates’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
Q1 		– Sell
-28,052
Closed -$1.51M – 101
2019
Q4 		$1.51M Buy
28,052
+2,653
+10% +$137K 0.43% 51
2019
Q3 		$1.25M Buy
25,399
+429
+2% +$21.3K 0.38% 52
2019
Q2 		$1.28M Buy
24,970
+322
+1% +$16.5K 0.42% 50
2019
Q1 		$1.27M Buy
24,648
+453
+2% +$22.9K 0.42% 51
2018
Q4 		$1.14M Buy
24,195
+377
+2% +$18.2K 0.43% 51
2018
Q3 		$1.23M Buy
23,818
+1,061
+5% +$55.4K 0.42% 52
2018
Q2 		$1.2M Buy
22,757
+1,272
+6% +$71.3K 0.43% 54
2018
Q1 		$1.25M Buy
21,485
+830
+4% +$49.1K 0.48% 51
2017
Q4 		$1.18M Buy
20,655
+418
+2% +$23.3K 0.44% 52
2017
Q3 		$1.09M Buy
20,237
+27
+0.1% +$1.43K 0.43% 53
2017
Q2 		$1.01M Buy
20,210
+1,260
+7% +$62.2K 0.4% 53
2017
Q1 		$906K Buy
18,950
+2,921
+18% +$135K 0.37% 54
2016
Q4 		$680K Sell
16,029
-196
-1% -$8.6K 0.29% 64
2016
Q3 		$740K Buy
16,225
+1,579
+11% +$70.1K 0.33% 60
2016
Q2 		$613K Buy
14,646
+1,447
+11% +$59.3K 0.27% 67
2016
Q1 		$549K Buy
13,199
+1,963
+17% +$74.2K 0.26% 68
2015
Q4 		$443K Sell
11,236
-2,273
-17% -$94.7K 0.23% 73
2015
Q3 		$539K Buy
13,509
+209
+2% +$8.95K 0.3% 67
2015
Q2 		$639K Buy
13,300
+104
+0.8% +$5.26K 0.33% 63
2015
Q1 		$638K Buy
+13,196
New +$632K 0.34% 63

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Lynch & Associates's IEMG Position: Q1 2020 in Review

Lynch & Associates sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 28,052 shares — an estimated $1.51M sold.

Lynch & Associates first reported a position in IEMG in Q1 2015 and held it in 20 quarters. The position peaked at $1.51M in Q4 2019. 1,096 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

  • Lynch & Associates reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Lynch & Associates sold 28,052 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $1.51M.
  • Lynch & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2015 and held it in 20 quarters.
  • Lynch & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $1.51M in Q4 2019.
  • 1,096 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Lynch & Associates's 13F filing for Q1 2020, filed 28 Apr 2020.