Omnia Family Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Omnia Family Wealth’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
2022 Q1	–	Sell	-3,659	Closed	-$219K	–	72
2021 Q4	$219K	Buy	+3,659	New	+$226K	0.13%	67
2020 Q1	–	Sell	-82,313	Closed	-$4.43M	–	80
2019 Q4	$4.43M	Sell	82,313 -1,772	-2%	-$91.3K	2.03%	12
2019 Q3	$4.12M	Sell	84,085 -16,192	-16%	-$803K	3.01%	8
2019 Q2	$5.16M	Buy	100,277 +48	+0%	+$2.45K	2.6%	8
2019 Q1	$5.18M	Sell	100,229 -1,525	-1%	-$77.2K	2.56%	7
2018 Q4	$4.8M	Buy	101,754 +73,889	+265%	+$3.57M	2.59%	7
2018 Q3	$1.44M	Buy	+27,865	New	+$1.45M	0.66%	17
2018 Q2	–	Sell	-3,255	Closed	-$190K	–	585
2018 Q1	$190K	Hold	3,255	–	–	0.09%	90
2017 Q4	$185K	Buy	+3,255	New	+$182K	0.08%	91

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

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

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

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

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

Omnia Family Wealth's IEMG Position: Q1 2022 in Review

Omnia Family Wealth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2022, closing a stake of 3,659 shares — an estimated $219K sold.

Omnia Family Wealth first reported a position in IEMG in Q4 2017 and held it in 9 quarters. The position peaked at $5.18M in Q1 2019. 1,479 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

Omnia Family Wealth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Omnia Family Wealth sold 3,659 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $219K.
Omnia Family Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
Omnia Family Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $5.18M in Q1 2019.
1,479 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on Omnia Family Wealth's 13F filing for Q1 2022, filed 6 May 2022.