Mountain Capital Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Mountain Capital Investment Advisors’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 Q3	–	Sell	-76,424	Closed	-$3.86M	–	109
2020 Q2	$3.86M	Sell	76,424 -1,564	-2%	-$69.8K	1.77%	12
2020 Q1	$3.28M	Sell	77,988 -189,549	-71%	-$9.31M	1.7%	14
2019 Q4	$14.4M	Buy	267,537 +262,931	+5,708%	+$13.5M	6.41%	6
2019 Q3	$226K	Sell	4,606 -3,171	-41%	-$157K	0.2%	42
2019 Q2	$373K	Buy	7,777 +1,659	+27%	+$84.8K	0.35%	29
2019 Q1	$316K	Buy	6,118 +287	+5%	+$14.5K	0.34%	27
2018 Q4	$275K	Buy	5,831 +935	+19%	+$45.2K	0.38%	22
2018 Q3	$254K	Buy	4,896 +663	+16%	+$34.6K	0.25%	34
2018 Q2	$222K	Buy	+4,233	New	+$237K	0.22%	40
2017 Q4	–	Sell	-1,298	Closed	-$70K	–	206
2017 Q3	$70K	Buy	1,298 +1,160	+841%	+$61.5K	0.06%	90
2017 Q2	$7K	Buy	+138	New	+$6.81K	0.01%	337

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mountain Capital Investment Advisors's IEMG Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2020, closing a stake of 76,424 shares — an estimated $3.86M sold.

Mountain Capital Investment Advisors first reported a position in IEMG in Q2 2017 and held it in 11 quarters. The position peaked at $14.4M in Q4 2019. 1,121 funds tracked by Wall St. Rank hold IEMG as of Q3 2020.

Mountain Capital Investment Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Mountain Capital Investment Advisors sold 76,424 iShares Core MSCI Emerging Markets ETF shares in Q3 2020, an estimated $3.86M.
Mountain Capital Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and held it in 11 quarters.
Mountain Capital Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $14.4M in Q4 2019.
1,121 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.