Opes Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Opes 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
2018 Q4	$211K	Buy	+4,478	New	+$216K	0.15%	40

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Opes Advisors's IEMG Position: Q4 2018 in Review

Opes Advisors opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2018: 4,478 shares worth $211K. The stake represents 0.15% of the portfolio and ranks #40 among its holdings.

958 funds tracked by Wall St. Rank hold IEMG as of Q4 2018.

Opes Advisors held 4,478 shares of iShares Core MSCI Emerging Markets ETF worth $211K as of Q4 2018.
iShares Core MSCI Emerging Markets ETF was a new Opes Advisors position in Q4 2018.
iShares Core MSCI Emerging Markets ETF made up 0.15% of Opes Advisors's portfolio in Q4 2018, its #40 holding.
958 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.