Private Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Private Advisory 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
2020 Q1	–	Sell	-70,898	Closed	-$3.81M	–	108
2019 Q4	$3.81M	Sell	70,898 -19,346	-21%	-$997K	1.52%	28
2019 Q3	$4.42M	Sell	90,244 -26,523	-23%	-$1.32M	1.94%	15
2019 Q2	$6.01M	Buy	116,767 +11,463	+11%	+$586K	2.76%	7
2019 Q1	$4.96M	Hold	105,304	–	–	2.79%	5
2018 Q4	$4.96M	Buy	105,304 +99,756	+1,798%	+$4.82M	2.79%	5
2018 Q3	$270K	Sell	5,548 -46,669	-89%	-$2.44M	0.14%	107
2018 Q2	$2.74M	Sell	52,217 -3,376	-6%	-$189K	1.37%	23
2018 Q1	$3.25M	Buy	+55,593	New	+$3.29M	2%	18

Other funds holding IEMG

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Private Advisory Group's IEMG Position: Q1 2020 in Review

Private Advisory Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 70,898 shares — an estimated $3.81M sold.

Private Advisory Group first reported a position in IEMG in Q1 2018 and held it in 8 quarters. The position peaked at $6.01M in Q2 2019. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

Private Advisory Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Private Advisory Group sold 70,898 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $3.81M.
Private Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and held it in 8 quarters.
Private Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $6.01M in Q2 2019.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Private Advisory Group's 13F filing for Q1 2020, filed 24 Apr 2020.