Private Wealth Advisors (Pennsylvania)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 Q4	$317K	Buy	+5,102	New	+$294K	0.18%	90
2020 Q1	–	Sell	-52,356	Closed	-$2.74M	–	107
2019 Q4	$2.74M	Buy	52,356 +388	+0.7%	+$20K	1.46%	22
2019 Q3	$2.55M	Sell	51,968 -29,851	-36%	-$1.48M	1.3%	23
2019 Q2	$4.21M	Buy	81,819 +10,151	+14%	+$519K	1.49%	20
2019 Q1	$3.71M	Buy	71,668 +11,176	+18%	+$566K	1.38%	21
2018 Q4	$2.85M	Buy	60,492 +6,030	+11%	+$292K	1.24%	26
2018 Q3	$2.82M	Buy	54,462 +3,165	+6%	+$165K	1.04%	28
2018 Q2	$2.69M	Buy	51,297 +3,146	+7%	+$176K	1.07%	28
2018 Q1	$2.81M	Buy	48,151 +6,498	+16%	+$384K	1.13%	29
2017 Q4	$2.37M	Buy	41,653 +6,119	+17%	+$342K	0.92%	35
2017 Q3	$1.92M	Buy	35,534 +3,623	+11%	+$192K	0.79%	39
2017 Q2	$1.6M	Buy	31,911 +18,342	+135%	+$905K	0.68%	47
2017 Q1	$648K	Buy	13,569 +7,848	+137%	+$361K	0.29%	81
2016 Q4	$243K	Buy	+5,721	New	+$251K	0.11%	111

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

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

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

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

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

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

Private Wealth Advisors (Pennsylvania)'s IEMG Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2020: 5,102 shares worth $317K. The stake represents 0.18% of the portfolio and ranks #90 among its holdings. This is a return to the name: Private Wealth Advisors (Pennsylvania) previously reported a position in IEMG as recently as Q4 2019.

Private Wealth Advisors (Pennsylvania) first reported a position in IEMG in Q4 2016 and has held it in 14 quarters since. The position peaked at $4.21M in Q2 2019. 1,294 funds tracked by Wall St. Rank hold IEMG as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 5,102 shares of iShares Core MSCI Emerging Markets ETF worth $317K as of Q4 2020.
iShares Core MSCI Emerging Markets ETF was a new Private Wealth Advisors (Pennsylvania) position in Q4 2020.
iShares Core MSCI Emerging Markets ETF made up 0.18% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #90 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 14 quarters since.
Private Wealth Advisors (Pennsylvania)'s iShares Core MSCI Emerging Markets ETF position peaked at $4.21M in Q2 2019.
1,294 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.