New Potomac Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

New Potomac Partners’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	-54,230	Closed	-$2.92M	–	138
2019 Q4	$2.92M	Sell	54,230 -110	-0.2%	-$5.67K	2.72%	7
2019 Q3	$2.66M	Sell	54,340 -455	-0.8%	-$22.6K	2.66%	6
2019 Q2	$2.82M	Sell	54,795 -1,400	-2%	-$71.5K	2.86%	4
2019 Q1	$2.91M	Buy	56,195 +2,920	+5%	+$148K	2.94%	4
2018 Q4	$2.51M	Sell	53,275 -6,461	-11%	-$312K	2.7%	5
2018 Q3	$3.09M	Sell	59,736 -485	-0.8%	-$25.3K	2.87%	6
2018 Q2	$3.16M	Buy	60,221 +1,378	+2%	+$77.3K	3.06%	4
2018 Q1	$3.44M	Sell	58,843 -1,315	-2%	-$77.8K	3.37%	3
2017 Q4	$3.42M	Buy	+60,158	New	+$3.36M	3.27%	3

Other funds holding IEMG

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIMC

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

New Potomac Partners's IEMG Position: Q1 2020 in Review

New Potomac Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 54,230 shares — an estimated $2.92M sold.

New Potomac Partners first reported a position in IEMG in Q4 2017 and held it in 9 quarters. The position peaked at $3.44M in Q1 2018. 1,096 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

New Potomac Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
New Potomac Partners sold 54,230 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $2.92M.
New Potomac Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
New Potomac Partners's iShares Core MSCI Emerging Markets ETF position peaked at $3.44M in Q1 2018.
1,096 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on New Potomac Partners's 13F filing for Q1 2020, filed 24 Apr 2020.