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Portfolio Strategies (Washington)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$114K Sell
1,918
-20
-1% -$1.12K 0.23% 25
2017
Q3 		$105K Sell
1,938
-680
-26% -$36.1K 0.17% 26
2017
Q2 		$131K Buy
+2,618
New +$129K 0.19% 36

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Portfolio Strategies (Washington)'s IEMG Position: Q4 2017 in Review

Portfolio Strategies (Washington) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1% in Q4 2017, selling an estimated $1.12K and leaving 1,918 shares worth $114K. The position accounts for 0.23% of the portfolio, ranked #25.

Portfolio Strategies (Washington) first reported a position in IEMG in Q2 2017 and has held it in 3 quarters since. The position peaked at $131K in Q2 2017. 751 funds tracked by Wall St. Rank hold IEMG as of Q4 2017.

  • Portfolio Strategies (Washington) held 1,918 shares of iShares Core MSCI Emerging Markets ETF worth $114K as of Q4 2017.
  • Portfolio Strategies (Washington) sold 20 iShares Core MSCI Emerging Markets ETF shares in Q4 2017, an estimated $1.12K.
  • iShares Core MSCI Emerging Markets ETF made up 0.23% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #25 holding.
  • Portfolio Strategies (Washington) first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 3 quarters since.
  • Portfolio Strategies (Washington)'s iShares Core MSCI Emerging Markets ETF position peaked at $131K in Q2 2017.
  • 751 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.