Pinnacle Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Pinnacle Advisory Group’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	$54.9M	Buy	853,270 +216,569	+34%	+$14.2M	2.53%	10
2020 Q4	$39.5M	Buy	636,701 +370,827	+139%	+$21.4M	2.39%	13
2020 Q3	$14M	Buy	265,874 +245,965	+1,235%	+$12.9M	0.93%	31
2020 Q2	$948K	Sell	19,909 -1,023	-5%	-$45.7K	0.07%	91
2020 Q1	$847K	Buy	20,932 +3,401	+19%	+$167K	0.08%	83
2019 Q4	$942K	Sell	17,531 -1,603	-8%	-$82.6K	0.06%	94
2019 Q3	$938K	Sell	19,134 -631,564	-97%	-$31.3M	0.07%	86
2019 Q2	$33.5M	Sell	650,698 -10,326	-2%	-$528K	2.32%	12
2019 Q1	$34.2M	Buy	661,024 +642,047	+3,383%	+$32.5M	2.39%	11
2018 Q4	$895K	Buy	18,977 +34	+0.2%	+$1.64K	0.07%	82
2018 Q3	$981K	Sell	18,943 -29,016	-61%	-$1.51M	0.07%	77
2018 Q2	$2.52M	Sell	47,959 -740,253	-94%	-$41.5M	0.15%	43
2018 Q1	$46M	Buy	788,212 +4,192	+0.5%	+$248K	2.74%	13
2017 Q4	$44.6M	Buy	784,020 +775,731	+9,359%	+$43.3M	2.6%	15
2017 Q3	$448K	Buy	8,289 +148	+2%	+$7.85K	0.03%	127
2017 Q2	$407K	Buy	8,141 +685	+9%	+$33.8K	0.03%	129
2017 Q1	$356K	Buy	7,456 +2,715	+57%	+$125K	0.02%	140
2016 Q4	$201K	Buy	+4,741	New	+$208K	0.01%	185
2016 Q1	–	Sell	-6,248	Closed	-$246K	–	118
2015 Q4	$246K	Buy	+6,248	New	+$260K	0.02%	97

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Pinnacle Advisory Group's IEMG Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 34% in Q1 2021, buying an estimated $14.2M and bringing the position to 853,270 shares worth $54.9M. The position accounts for 2.53% of the portfolio, ranked #10.

Pinnacle Advisory Group first reported a position in IEMG in Q4 2015 and has held it in 19 quarters since. 1,347 funds tracked by Wall St. Rank hold IEMG as of Q1 2021.

Pinnacle Advisory Group held 853,270 shares of iShares Core MSCI Emerging Markets ETF worth $54.9M as of Q1 2021.
Pinnacle Advisory Group bought 216,569 iShares Core MSCI Emerging Markets ETF shares in Q1 2021, an estimated $14.2M.
iShares Core MSCI Emerging Markets ETF made up 2.53% of Pinnacle Advisory Group's portfolio in Q1 2021, its #10 holding.
Pinnacle Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and has held it in 19 quarters since.
1,347 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.