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

Marino Stram & 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	-6,754	Closed	-$363K	–	100
2019 Q4	$363K	Sell	6,754 -12	-0.2%	-$618	0.24%	66
2019 Q3	$332K	Sell	6,766 -840	-11%	-$41.7K	0.24%	61
2019 Q2	$391K	Buy	7,606 +789	+12%	+$40.3K	0.29%	54
2019 Q1	$353K	Sell	6,817 -1,086	-14%	-$55K	0.25%	56
2018 Q4	$335K	Buy	7,903 +2,397	+44%	+$116K	0.29%	56
2018 Q3	$285K	Buy	5,506 +653	+13%	+$34.1K	0.23%	62
2018 Q2	$255K	Buy	4,853 +674	+16%	+$37.8K	0.23%	69
2018 Q1	$244K	Buy	4,179 +189	+5%	+$11.2K	0.23%	73
2017 Q4	$227K	Buy	+3,990	New	+$223K	0.21%	75

Other funds holding IEMG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Marino Stram & Associates's IEMG Position: Q1 2020 in Review

Marino Stram & Associates sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 6,754 shares — an estimated $363K sold.

Marino Stram & Associates first reported a position in IEMG in Q4 2017 and held it in 9 quarters. The position peaked at $391K in Q2 2019. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

Marino Stram & Associates reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Marino Stram & Associates sold 6,754 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $363K.
Marino Stram & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
Marino Stram & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $391K in Q2 2019.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Marino Stram & Associates's 13F filing for Q1 2020, filed 5 May 2020.