Pinnacle Summer Investments’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$5K	Buy	+133	New	+$5.54K	﹤0.01%	623
2015 Q3	–	Sell	-259	Closed	-$12K	–	1013
2015 Q2	$12K	Buy	259 +89	+52%	+$4.5K	﹤0.01%	515
2015 Q1	$8K	Hold	170	–	–	﹤0.01%	812
2014 Q4	$8K	Hold	170	–	–	﹤0.01%	832
2014 Q3	$9K	Hold	170	–	–	﹤0.01%	830
2014 Q2	$9K	Hold	170	–	–	﹤0.01%	778
2014 Q1	$8K	Buy	170 +47	+38%	+$2.21K	﹤0.01%	736
2013 Q4	$6K	Sell	123 -124	-50%	-$6.19K	﹤0.01%	781
2013 Q3	$12K	Sell	247 -93	-27%	-$4.39K	﹤0.01%	646
2013 Q2	$16K	Buy	+340	New	+$16.8K	﹤0.01%	535

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MTB

Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Pinnacle Summer Investments's IEMG Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2015: 133 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Pinnacle Summer Investments previously reported a position in IEMG as recently as Q2 2015.

Pinnacle Summer Investments first reported a position in IEMG in Q2 2013 and has held it in 10 quarters since. The position peaked at $16K in Q2 2013. 304 funds tracked by Wall St. Rank hold IEMG as of Q4 2015.

Pinnacle Summer Investments held 133 shares of iShares Core MSCI Emerging Markets ETF worth $5K as of Q4 2015.
iShares Core MSCI Emerging Markets ETF was a new Pinnacle Summer Investments position in Q4 2015.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #623 holding.
Pinnacle Summer Investments first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's iShares Core MSCI Emerging Markets ETF position peaked at $16K in Q2 2013.
304 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.