NewFocus Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

NewFocus Financial Group’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	-5,605	Closed	-$227K	–	110
2020 Q1	$227K	Sell	5,605 -1,843	-25%	-$90.5K	0.1%	89
2019 Q4	$400K	Buy	7,448 +707	+10%	+$36.4K	0.16%	73
2019 Q3	$330K	Buy	+6,741	New	+$334K	0.14%	76
2016 Q1	–	Sell	-11,300	Closed	-$445K	–	59
2015 Q4	$445K	Buy	+11,300	New	+$471K	0.31%	44

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

NewFocus Financial Group's IEMG Position: Q2 2020 in Review

NewFocus Financial Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2020, closing a stake of 5,605 shares — an estimated $227K sold.

NewFocus Financial Group first reported a position in IEMG in Q4 2015 and held it in 4 quarters. The position peaked at $445K in Q4 2015. 1,068 funds tracked by Wall St. Rank hold IEMG as of Q2 2020.

NewFocus Financial Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
NewFocus Financial Group sold 5,605 iShares Core MSCI Emerging Markets ETF shares in Q2 2020, an estimated $227K.
NewFocus Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and held it in 4 quarters.
NewFocus Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $445K in Q4 2015.
1,068 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2020.

Based on NewFocus Financial Group's 13F filing for Q2 2020, filed 21 Jul 2020.