OIA
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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 – 867
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 – 1020
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return