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Planning Alternatives’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Planning Alternatives’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 		– Sell
-3,230
Closed -$200K – 47
2020
Q4 		$200K Sell
3,230
-7,947
-71% -$458K 0.04% 42
2020
Q3 		$590K Sell
11,177
-24,382
-69% -$1.28M 0.11% 32
2020
Q2 		$1.69M Sell
35,559
-4,667
-12% -$208K 0.34% 25
2020
Q1 		$1.63M Buy
40,226
+2,951
+8% +$145K 0.38% 25
2019
Q4 		$2M Buy
37,275
+4,246
+13% +$219K 0.35% 26
2019
Q3 		$1.62M Sell
33,029
-257
-0.8% -$12.7K 0.3% 27
2019
Q2 		$1.71M Sell
33,286
-468
-1% -$23.9K 0.31% 26
2019
Q1 		$1.75M Sell
33,754
-3,828
-10% -$194K 0.32% 26
2018
Q4 		$1.77M Buy
37,582
+853
+2% +$41.2K 0.37% 26
2018
Q3 		$1.9M Buy
36,729
+1,835
+5% +$95.8K 0.33% 27
2018
Q2 		$1.83M Buy
34,894
+356
+1% +$20K 0.33% 28
2018
Q1 		$2.02M Buy
34,538
+2,517
+8% +$149K 0.37% 26
2017
Q4 		$1.82M Buy
32,021
+286
+0.9% +$16K 0.33% 29
2017
Q3 		$1.71M Sell
31,735
-257
-0.8% -$13.6K 0.32% 28
2017
Q2 		$1.6M Buy
31,992
+261
+0.8% +$12.9K 0.31% 28
2017
Q1 		$1.52M Buy
31,731
+2,084
+7% +$96K 0.29% 29
2016
Q4 		$1.26M Buy
29,647
+3,310
+13% +$145K 0.26% 28
2016
Q3 		$1.2M Buy
26,337
+266
+1% +$11.8K 0.26% 29
2016
Q2 		$1.09M Buy
26,071
+721
+3% +$29.5K 0.24% 29
2016
Q1 		$1.05M Buy
25,350
+10,804
+74% +$409K 0.23% 29
2015
Q4 		$573K Buy
14,546
+2,828
+24% +$118K 0.13% 35
2015
Q3 		$467K Buy
11,718
+894
+8% +$38.3K 0.11% 36
2015
Q2 		$520K Buy
10,824
+1,325
+14% +$67.1K 0.11% 35
2015
Q1 		$459K Buy
9,499
+2,043
+27% +$97.8K 0.1% 34
2014
Q4 		$351K Buy
7,456
+2,879
+63% +$141K 0.08% 37
2014
Q3 		$229K Buy
4,577
+395
+9% +$20.9K 0.06% 41
2014
Q2 		$216K Buy
+4,182
New +$212K 0.05% 44

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Planning Alternatives's IEMG Position: Q1 2021 in Review

Planning Alternatives sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2021, closing a stake of 3,230 shares — an estimated $200K sold.

Planning Alternatives first reported a position in IEMG in Q2 2014 and held it in 27 quarters. The position peaked at $2.02M in Q1 2018. 1,347 funds tracked by Wall St. Rank hold IEMG as of Q1 2021.

  • Planning Alternatives reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Planning Alternatives sold 3,230 iShares Core MSCI Emerging Markets ETF shares in Q1 2021, an estimated $200K.
  • Planning Alternatives first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2014 and held it in 27 quarters.
  • Planning Alternatives's iShares Core MSCI Emerging Markets ETF position peaked at $2.02M in Q1 2018.
  • 1,347 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2021.

Based on Planning Alternatives's 13F filing for Q1 2021, filed 14 Apr 2021.