MinichMacGregor Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

MinichMacGregor Wealth 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
2020 Q2	–	Sell	-6,872	Closed	-$289K	–	86
2020 Q1	$289K	Buy	+6,872	New	+$337K	0.26%	70
2018 Q4	–	Sell	-130	Closed	-$6K	–	276
2018 Q3	$6K	Hold	130	–	–	﹤0.01%	372
2018 Q2	$6K	Hold	130	–	–	﹤0.01%	363
2018 Q1	$7K	Buy	+130	New	+$7.69K	0.01%	346

Other funds holding IEMG

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

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

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

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

MinichMacGregor Wealth Management's IEMG Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2020, closing a stake of 6,872 shares — an estimated $289K sold.

MinichMacGregor Wealth Management first reported a position in IEMG in Q1 2018 and held it in 4 quarters. The position peaked at $289K in Q1 2020. 1,068 funds tracked by Wall St. Rank hold IEMG as of Q2 2020.

MinichMacGregor Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
MinichMacGregor Wealth Management sold 6,872 iShares Core MSCI Emerging Markets ETF shares in Q2 2020, an estimated $289K.
MinichMacGregor Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 4 quarters.
MinichMacGregor Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $289K in Q1 2020.
1,068 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.