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

Outlook Wealth 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 Q4	–	Sell	-5,239	Closed	-$226K	–	183
2022 Q3	$226K	Sell	5,239 -57	-1%	-$2.73K	0.1%	166
2022 Q2	$260K	Sell	5,296 -290	-5%	-$15K	0.11%	162
2022 Q1	$311K	Sell	5,586 -3	-0.1%	-$173	0.1%	157
2021 Q4	$335K	Sell	5,589 -6,427	-53%	-$397K	0.1%	159
2021 Q3	$742K	Sell	12,016 -10,690	-47%	-$681K	0.24%	100
2021 Q2	$1.52M	Buy	22,706 +11,765	+108%	+$775K	0.49%	54
2021 Q1	$704K	Sell	10,941 -589	-5%	-$38.7K	0.24%	96
2020 Q4	$715K	Sell	11,530 -443	-4%	-$25.5K	0.26%	93
2020 Q3	$632K	Buy	+11,973	New	+$628K	0.25%	86
2020 Q2	–	Sell	-29,421	Closed	-$1.19M	–	171
2020 Q1	$1.19M	Sell	29,421 -33,731	-53%	-$1.66M	0.67%	38
2019 Q4	$3.4M	Buy	63,152 +44,633	+241%	+$2.3M	1.91%	14
2019 Q3	$908K	Sell	18,519 -19,215	-51%	-$953K	0.54%	44
2019 Q2	$1.94M	Buy	37,734 +13,765	+57%	+$703K	1.28%	20
2019 Q1	$1.24M	Sell	23,969 -18,671	-44%	-$946K	1.02%	23
2018 Q4	$2.01M	Buy	+42,640	New	+$2.06M	0.92%	22

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Outlook Wealth Advisors's IEMG Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2022, closing a stake of 5,239 shares — an estimated $226K sold.

Outlook Wealth Advisors first reported a position in IEMG in Q4 2018 and held it in 15 quarters. The position peaked at $3.4M in Q4 2019. 1,452 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 5,239 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $226K.
Outlook Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 15 quarters.
Outlook Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $3.4M in Q4 2019.
1,452 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.