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

Optimum 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
2022 Q2	–	Sell	-350	Closed	-$19K	–	862
2022 Q1	$19K	Sell	350 -60	-15%	-$3.47K	0.01%	570
2021 Q4	$25K	Hold	410	–	–	0.01%	567
2021 Q3	$25K	Sell	410 -100	-20%	-$6.37K	0.01%	564
2021 Q2	$34K	Sell	510 -1,012	-66%	-$66.7K	0.01%	585
2021 Q1	$98K	Buy	1,522 +1,142	+301%	+$75.1K	0.03%	375
2020 Q4	$24K	Buy	380 +250	+192%	+$14.4K	0.01%	602
2020 Q3	$7K	Buy	+130	New	+$6.82K	﹤0.01%	728
2019 Q1	–	Sell	-667	Closed	-$31K	–	1013
2018 Q4	$31K	Hold	667	–	–	0.01%	558
2018 Q3	$35K	Hold	667	–	–	0.01%	612
2018 Q2	$35K	Hold	667	–	–	0.01%	604
2018 Q1	$39K	Buy	+667	New	+$39.4K	0.01%	570

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Optimum Investment Advisors's IEMG Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2022, closing a stake of 350 shares — an estimated $19K sold.

Optimum Investment Advisors first reported a position in IEMG in Q1 2018 and held it in 11 quarters. The position peaked at $98K in Q1 2021. 1,449 funds tracked by Wall St. Rank hold IEMG as of Q2 2022.

Optimum Investment Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 350 iShares Core MSCI Emerging Markets ETF shares in Q2 2022, an estimated $19K.
Optimum Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 11 quarters.
Optimum Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $98K in Q1 2021.
1,449 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.