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Prio Wealth Limited Partnership’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		– Sell
-3,948
Closed -$264K – 273
2021
Q2 		$264K Sell
3,948
-1,431
-27% -$94.3K 0.01% 249
2021
Q1 		$346K Sell
5,379
-3
-0.1% -$197 0.01% 225
2020
Q4 		$334K Buy
+5,382
New +$310K 0.01% 223

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prio Wealth Limited Partnership's IEMG Position: Q3 2021 in Review

Prio Wealth Limited Partnership sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2021, closing a stake of 3,948 shares — an estimated $264K sold.

Prio Wealth Limited Partnership first reported a position in IEMG in Q4 2020 and held it in 3 quarters. The position peaked at $346K in Q1 2021. 1,329 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

  • Prio Wealth Limited Partnership reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 3,948 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $264K.
  • Prio Wealth Limited Partnership first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and held it in 3 quarters.
  • Prio Wealth Limited Partnership's iShares Core MSCI Emerging Markets ETF position peaked at $346K in Q1 2021.
  • 1,329 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2021, filed 12 Nov 2021.