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

Planning Solutions 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
2019
Q2 		$13.1M Buy
254,118
+10,248
+4% +$524K 6.73% 3
2019
Q1 		$12.6M Buy
243,870
+10,368
+4% +$525K 6.75% 3
2018
Q4 		$11M Buy
+233,502
New +$11.3M 6.7% 3

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Planning Solutions Group's IEMG Position: Q2 2019 in Review

Planning Solutions Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.2% in Q2 2019, buying an estimated $524K and bringing the position to 254,118 shares worth $13.1M. The position accounts for 6.73% of the portfolio, ranked #3.

Planning Solutions Group first reported a position in IEMG in Q4 2018 and has held it in 3 quarters since. 1,010 funds tracked by Wall St. Rank hold IEMG as of Q2 2019.

  • Planning Solutions Group held 254,118 shares of iShares Core MSCI Emerging Markets ETF worth $13.1M as of Q2 2019.
  • Planning Solutions Group bought 10,248 iShares Core MSCI Emerging Markets ETF shares in Q2 2019, an estimated $524K.
  • iShares Core MSCI Emerging Markets ETF made up 6.73% of Planning Solutions Group's portfolio in Q2 2019, its #3 holding.
  • Planning Solutions Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 3 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.