Means Investment Company’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Means Investment Company’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 Q2	–	Sell	-4,934	Closed	-$210K	–	153
2020 Q1	$210K	Sell	4,934 -1,375	-22%	-$67.5K	0.08%	123
2019 Q4	$350K	Sell	6,309 -1,075	-15%	-$55.4K	0.12%	107
2019 Q3	$387K	Sell	7,384 -3,788	-34%	-$188K	0.15%	96
2019 Q2	$571K	Sell	11,172 -473	-4%	-$24.2K	0.23%	77
2019 Q1	$602K	Sell	11,645 -4,572	-28%	-$232K	0.26%	76
2018 Q4	$765K	Buy	+16,217	New	+$784K	0.42%	62

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

NMIMC

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

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

Means Investment Company's IEMG Position: Q2 2020 in Review

Means Investment Company sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2020, closing a stake of 4,934 shares — an estimated $210K sold.

Means Investment Company first reported a position in IEMG in Q4 2018 and held it in 6 quarters. The position peaked at $765K in Q4 2018. 1,067 funds tracked by Wall St. Rank hold IEMG as of Q2 2020.

Means Investment Company reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Means Investment Company sold 4,934 iShares Core MSCI Emerging Markets ETF shares in Q2 2020, an estimated $210K.
Means Investment Company first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 6 quarters.
Means Investment Company's iShares Core MSCI Emerging Markets ETF position peaked at $765K in Q4 2018.
1,067 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2020.

Based on Means Investment Company's 13F filing for Q2 2020, filed 13 Aug 2020.