Princeton Portfolio Strategies Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Princeton Portfolio Strategies 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 Q2	$221K	Sell	3,304 -60,095	-95%	-$3.96M	0.04%	136
2021 Q1	$4.08M	Buy	63,399 +30,265	+91%	+$1.99M	0.79%	38
2020 Q4	$2.06M	Sell	33,134 -1,133	-3%	-$65.3K	0.41%	61
2020 Q3	$1.81M	Buy	34,267 +20,959	+157%	+$1.1M	0.4%	59
2020 Q2	$633K	Sell	13,308 -14,828	-53%	-$662K	0.15%	103
2020 Q1	$1.14M	Buy	+28,136	New	+$1.38M	0.33%	70
2019 Q3	–	Sell	-30,892	Closed	-$1.59M	–	145
2019 Q2	$1.59M	Sell	30,892 -898	-3%	-$45.9K	0.4%	63
2019 Q1	$1.64M	Buy	+31,790	New	+$1.61M	0.44%	60
2018 Q4	–	Sell	-4,700	Closed	-$243K	–	152
2018 Q3	$243K	Sell	4,700 -10,936	-70%	-$571K	0.06%	143
2018 Q2	$821K	Buy	15,636 +2,676	+21%	+$150K	0.24%	92
2018 Q1	$757K	Buy	+12,960	New	+$766K	0.22%	107

Other funds holding IEMG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Princeton Portfolio Strategies Group's IEMG Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 95% in Q2 2021, selling an estimated $3.96M and leaving 3,304 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #136.

Princeton Portfolio Strategies Group first reported a position in IEMG in Q1 2018 and has held it in 11 quarters since. The position peaked at $4.08M in Q1 2021. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

Princeton Portfolio Strategies Group held 3,304 shares of iShares Core MSCI Emerging Markets ETF worth $221K as of Q2 2021.
Princeton Portfolio Strategies Group sold 60,095 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $3.96M.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #136 holding.
Princeton Portfolio Strategies Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 11 quarters since.
Princeton Portfolio Strategies Group's iShares Core MSCI Emerging Markets ETF position peaked at $4.08M in Q1 2021.
1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.