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

Phoenix Wealth 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 Q3	–	Sell	-113	Closed	-$7K	–	381
2021 Q2	$7K	Hold	113	–	–	0.01%	314
2021 Q1	$7K	Hold	113	–	–	0.01%	309
2020 Q4	$7K	Buy	+113	New	+$6.51K	0.01%	305

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Phoenix Wealth Advisors's IEMG Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2021, closing a stake of 113 shares — an estimated $7K sold.

Phoenix Wealth Advisors first reported a position in IEMG in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 1,329 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

Phoenix Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 113 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $7K.
Phoenix Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 3 quarters.
Phoenix Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $7K in Q2 2021.
1,329 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.