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

Private Vista’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 Q2	–	Sell	-24,959	Closed	-$1.01M	–	136
2020 Q1	$1.01M	Buy	+24,959	New	+$1.23M	0.38%	44
2019 Q3	–	Sell	-28,306	Closed	-$1.46M	–	154
2019 Q2	$1.46M	Sell	28,306 -1,276	-4%	-$65.2K	0.36%	40
2019 Q1	$1.53M	Buy	29,582 +21,998	+290%	+$1.11M	0.38%	38
2018 Q4	$358K	Sell	7,584 -19,439	-72%	-$940K	0.08%	105
2018 Q3	$1.4M	Buy	27,023 +6,430	+31%	+$336K	0.29%	45
2018 Q2	$1.08M	Buy	20,593 +228	+1%	+$12.8K	0.25%	51
2018 Q1	$1.19M	Buy	+20,365	New	+$1.2M	0.35%	34
2017 Q4	–	Sell	-10,115	Closed	-$546K	–	92
2017 Q3	$546K	Sell	10,115 -671	-6%	-$35.6K	0.12%	66
2017 Q2	$566K	Buy	10,786 +671	+7%	+$33.1K	0.14%	48
2017 Q1	$493K	Buy	+10,115	New	+$466K	0.12%	49

Other funds holding IEMG

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

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NMIMC

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

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

Private Vista's IEMG Position: Q2 2020 in Review

Private Vista sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2020, closing a stake of 24,959 shares — an estimated $1.01M sold.

Private Vista first reported a position in IEMG in Q1 2017 and held it in 10 quarters. The position peaked at $1.53M in Q1 2019. 1,067 funds tracked by Wall St. Rank hold IEMG as of Q2 2020.

Private Vista reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Private Vista sold 24,959 iShares Core MSCI Emerging Markets ETF shares in Q2 2020, an estimated $1.01M.
Private Vista first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and held it in 10 quarters.
Private Vista's iShares Core MSCI Emerging Markets ETF position peaked at $1.53M in Q1 2019.
1,067 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.