Partnervest Advisory Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Partnervest Advisory Services’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	-6,139	Closed	-$330K	–	226
2019 Q4	$330K	Sell	6,139 -85	-1%	-$4.38K	0.12%	130
2019 Q3	$305K	Buy	6,224 +21	+0.3%	+$1.04K	0.11%	165
2019 Q2	$319K	Sell	6,203 -523	-8%	-$26.7K	0.13%	137
2019 Q1	$348K	Buy	6,726 +1,071	+19%	+$54.2K	0.14%	130
2018 Q4	$267K	Buy	+5,655	New	+$273K	0.13%	149
2018 Q2	–	Sell	-5,157	Closed	-$301K	–	215
2018 Q1	$301K	Buy	5,157 +533	+12%	+$31.5K	0.14%	147
2017 Q4	$263K	Buy	4,624 +337	+8%	+$18.8K	0.13%	151
2017 Q3	$232K	Buy	+4,287	New	+$227K	0.11%	163
2015 Q1	–	Sell	-51,422	Closed	-$2.42M	–	175
2014 Q4	$2.42M	Sell	51,422 -1,305	-2%	-$63.7K	1.17%	14
2014 Q3	$2.64M	Sell	52,727 -3,590	-6%	-$190K	1.37%	11
2014 Q2	$2.91M	Sell	56,317 -4,596	-8%	-$233K	1.31%	10
2014 Q1	$2.99M	Buy	60,913 +46,447	+321%	+$2.19M	1.34%	11
2013 Q4	$721K	Buy	14,466 +13,800	+2,072%	+$689K	0.34%	42
2013 Q3	$32K	Buy	+666	New	+$31.4K	0.02%	353

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

Partnervest Advisory Services's IEMG Position: Q1 2020 in Review

Partnervest Advisory Services sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 6,139 shares — an estimated $330K sold.

Partnervest Advisory Services first reported a position in IEMG in Q3 2013 and held it in 14 quarters. The position peaked at $2.99M in Q1 2014. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

Partnervest Advisory Services reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Partnervest Advisory Services sold 6,139 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $330K.
Partnervest Advisory Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2013 and held it in 14 quarters.
Partnervest Advisory Services's iShares Core MSCI Emerging Markets ETF position peaked at $2.99M in Q1 2014.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.