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

Paracle 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
2021 Q1	$13M	Sell	201,806 -2,956	-1%	-$194K	2.36%	14
2020 Q4	$12.7M	Sell	204,762 -1,041	-0.5%	-$60K	2.43%	14
2020 Q3	$10.9M	Sell	205,803 -345	-0.2%	-$18.1K	2.35%	15
2020 Q2	$9.81M	Buy	206,148 +22,126	+12%	+$987K	2.29%	15
2020 Q1	$7.45M	Buy	184,022 +168,502	+1,086%	+$8.27M	2.02%	17
2019 Q4	$834K	Buy	15,520 +3,063	+25%	+$158K	0.19%	38
2019 Q3	$610K	Buy	12,457 +4,014	+48%	+$199K	0.15%	42
2019 Q2	$434K	Sell	8,443 -175	-2%	-$8.94K	0.11%	46
2019 Q1	$445K	Buy	8,618 +47	+0.5%	+$2.38K	0.12%	45
2018 Q4	$404K	Sell	8,571 -14,895	-63%	-$720K	0.12%	45
2018 Q3	$1.22M	Sell	23,466 -313	-1%	-$16.3K	0.36%	28
2018 Q2	$1.25M	Buy	+23,779	New	+$1.33M	0.39%	26

Other funds holding IEMG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paracle Advisors's IEMG Position: Q1 2021 in Review

Paracle Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.4% in Q1 2021, selling an estimated $194K and leaving 201,806 shares worth $13M. The position accounts for 2.36% of the portfolio, ranked #14.

Paracle Advisors first reported a position in IEMG in Q2 2018 and has held it in 12 quarters since. 1,346 funds tracked by Wall St. Rank hold IEMG as of Q1 2021.

Paracle Advisors held 201,806 shares of iShares Core MSCI Emerging Markets ETF worth $13M as of Q1 2021.
Paracle Advisors sold 2,956 iShares Core MSCI Emerging Markets ETF shares in Q1 2021, an estimated $194K.
iShares Core MSCI Emerging Markets ETF made up 2.36% of Paracle Advisors's portfolio in Q1 2021, its #14 holding.
Paracle Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and has held it in 12 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.