Patriot Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Patriot Wealth 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
2018 Q4	$444K	Hold	9,427	–	–	0.07%	71
2018 Q3	$488K	Hold	9,427	–	–	0.06%	73
2018 Q2	$495K	Hold	9,427	–	–	0.07%	70
2018 Q1	$551K	Hold	9,427	–	–	0.08%	75
2017 Q4	$536K	Buy	+9,427	New	+$526K	0.08%	78

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Patriot Wealth Management's IEMG Position: Q4 2018 in Review

Patriot Wealth Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q4 2018 at 9,427 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #71.

Patriot Wealth Management first reported a position in IEMG in Q4 2017 and has held it in 5 quarters since. The position peaked at $551K in Q1 2018. 958 funds tracked by Wall St. Rank hold IEMG as of Q4 2018.

Patriot Wealth Management held 9,427 shares of iShares Core MSCI Emerging Markets ETF worth $444K as of Q4 2018.
Patriot Wealth Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q4 2018.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Patriot Wealth Management's portfolio in Q4 2018, its #71 holding.
Patriot Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 5 quarters since.
Patriot Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $551K in Q1 2018.
958 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.