Palisades Hudson Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Palisades Hudson Asset Management’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
2020 Q1	–	Sell	-11,587	Closed	-$623K	–	95
2019 Q4	$623K	Hold	11,587	–	–	0.4%	33
2019 Q3	$568K	Hold	11,587	–	–	0.4%	33
2019 Q2	$596K	Hold	11,587	–	–	0.41%	32
2019 Q1	$599K	Hold	11,587	–	–	0.39%	30
2018 Q4	$546K	Hold	11,587	–	–	0.32%	35
2018 Q3	$600K	Hold	11,587	–	–	0.31%	37
2018 Q2	$608K	Hold	11,587	–	–	0.33%	33
2018 Q1	$677K	Hold	11,587	–	–	0.37%	29
2017 Q4	$659K	Hold	11,587	–	–	0.36%	30
2017 Q3	$626K	Hold	11,587	–	–	0.36%	30
2017 Q2	$580K	Buy	+11,587	New	+$572K	0.34%	29

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Palisades Hudson Asset Management's IEMG Position: Q1 2020 in Review

Palisades Hudson Asset Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 11,587 shares — an estimated $623K sold.

Palisades Hudson Asset Management first reported a position in IEMG in Q2 2017 and held it in 11 quarters. The position peaked at $677K in Q1 2018. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

Palisades Hudson Asset Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Palisades Hudson Asset Management sold 11,587 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $623K.
Palisades Hudson Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and held it in 11 quarters.
Palisades Hudson Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $677K in Q1 2018.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2020, filed 7 May 2020.