Paul John Balson’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Paul John Balson’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 Q4	$323K	Buy	+5,212	New	+$300K	0.07%	72

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

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

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

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

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

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

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

Paul John Balson's IEMG Position: Q4 2020 in Review

Paul John Balson opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2020: 5,212 shares worth $323K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings.

1,294 funds tracked by Wall St. Rank hold IEMG as of Q4 2020.

Paul John Balson held 5,212 shares of iShares Core MSCI Emerging Markets ETF worth $323K as of Q4 2020.
iShares Core MSCI Emerging Markets ETF was a new Paul John Balson position in Q4 2020.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Paul John Balson's portfolio in Q4 2020, its #72 holding.
1,294 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.