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

Pacific Capital 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 Q3	–	Sell	-44,013	Closed	-$2.16M	–	84
2022 Q2	$2.16M	Sell	44,013 -8,505	-16%	-$439K	0.6%	34
2022 Q1	$2.92M	Buy	52,518 +988	+2%	+$57.1K	0.83%	28
2021 Q4	$3.08M	Sell	51,530 -581	-1%	-$35.8K	0.89%	30
2021 Q3	$3.22M	Sell	52,111 -76,542	-59%	-$4.87M	1.02%	28
2021 Q2	$8.62M	Sell	128,653 -779	-0.6%	-$51.3K	4.34%	6
2021 Q1	$8.33M	Buy	129,432 +21,164	+20%	+$1.39M	4.64%	6
2020 Q4	$6.72M	Sell	108,268 -801	-0.7%	-$46.2K	3.82%	7
2020 Q3	$5.76M	Sell	109,069 -1,288	-1%	-$67.5K	3.42%	8
2020 Q2	$5.25M	Buy	110,357 +14,592	+15%	+$651K	3.56%	8
2020 Q1	$3.88M	Buy	95,765 +4,716	+5%	+$232K	2.93%	12
2019 Q4	$4.89M	Buy	+91,049	New	+$4.69M	3.27%	11

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

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

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

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

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

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

Pacific Capital Wealth Advisors's IEMG Position: Q3 2022 in Review

Pacific Capital Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2022, closing a stake of 44,013 shares — an estimated $2.16M sold.

Pacific Capital Wealth Advisors first reported a position in IEMG in Q4 2019 and held it in 11 quarters. The position peaked at $8.62M in Q2 2021. 1,371 funds tracked by Wall St. Rank hold IEMG as of Q3 2022.

Pacific Capital Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 44,013 iShares Core MSCI Emerging Markets ETF shares in Q3 2022, an estimated $2.16M.
Pacific Capital Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 11 quarters.
Pacific Capital Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $8.62M in Q2 2021.
1,371 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2022.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.