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

OTA 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
2021
Q2 		– Sell
-12,538
Closed -$806K – 101
2021
Q1 		$806K Buy
+12,538
New +$825K 0.64% 32
2015
Q2 		$1.27M Buy
27,111
+15,182
+127% +$768K 0.92% 25
2015
Q1 		$576K Sell
11,929
-15,182
-56% -$727K 0.31% 39
2014
Q4 		$1.27M Buy
+27,111
New +$1.32M 0.92% 25
2014
Q1 		$1.68M Buy
34,186
+17,105
+100% +$806K 1.6% 15
2013
Q4 		$850 Buy
+17,081
New +$852K 0.53% 26
2013
Q3 		– Sell
-39,095
Closed -$1.8M – 96
2013
Q2 		$1.8M Buy
+39,095
New +$1.93M 0.84% 18

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return