Mid Atlantic Financial Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Mid Atlantic Financial Management’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 Q3	$5.39M	Sell	87,326 -48,473	-36%	-$3.09M	0.36%	60
2021 Q2	$9.1M	Buy	135,799 +194	+0.1%	+$12.8K	0.61%	22
2021 Q1	$8.73M	Buy	135,605 +42,499	+46%	+$2.8M	0.64%	27
2020 Q4	$5.78M	Sell	93,106 -4,990	-5%	-$288K	0.44%	47
2020 Q3	$5.67M	Sell	98,096 -80,756	-45%	-$4.23M	0.5%	36
2020 Q2	$8.51M	Buy	178,852 +108,832	+155%	+$4.86M	0.82%	21
2020 Q1	$2.83M	Sell	70,020 -74,513	-52%	-$3.66M	0.33%	69
2019 Q4	$7.77M	Buy	144,533 +15,426	+12%	+$795K	0.73%	21
2019 Q3	$6.33M	Sell	129,107 -68,425	-35%	-$3.39M	0.68%	25
2019 Q2	$10.2M	Sell	197,532 -16,599	-8%	-$848K	1.06%	15
2019 Q1	$11.1M	Buy	214,131 +10,809	+5%	+$547K	1.21%	11
2018 Q4	$9.59M	Buy	+203,322	New	+$9.83M	1.19%	12

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mid Atlantic Financial Management's IEMG Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 36% in Q3 2021, selling an estimated $3.09M and leaving 87,326 shares worth $5.39M. The position accounts for 0.36% of the portfolio, ranked #60.

Mid Atlantic Financial Management first reported a position in IEMG in Q4 2018 and has held it in 12 quarters since. The position peaked at $11.1M in Q1 2019. 1,329 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

Mid Atlantic Financial Management held 87,326 shares of iShares Core MSCI Emerging Markets ETF worth $5.39M as of Q3 2021.
Mid Atlantic Financial Management sold 48,473 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $3.09M.
iShares Core MSCI Emerging Markets ETF made up 0.36% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #60 holding.
Mid Atlantic Financial Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares Core MSCI Emerging Markets ETF position peaked at $11.1M in Q1 2019.
1,329 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.