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ProVise Management Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

ProVise Management 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
2017
Q4 		– Sell
-9,095
Closed -$492K – 319
2017
Q3 		$492K Buy
9,095
+1,179
+15% +$62.5K 0.07% 214
2017
Q2 		$396K Buy
+7,916
New +$391K 0.06% 235

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

ProVise Management Group's IEMG Position: Q4 2017 in Review

ProVise Management Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2017, closing a stake of 9,095 shares — an estimated $492K sold.

ProVise Management Group first reported a position in IEMG in Q2 2017 and held it in 2 quarters. The position peaked at $492K in Q3 2017. 752 funds tracked by Wall St. Rank hold IEMG as of Q4 2017.

  • ProVise Management Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2017 after selling out during the quarter.
  • ProVise Management Group sold 9,095 iShares Core MSCI Emerging Markets ETF shares in Q4 2017, an estimated $492K.
  • ProVise Management Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and held it in 2 quarters.
  • ProVise Management Group's iShares Core MSCI Emerging Markets ETF position peaked at $492K in Q3 2017.
  • 752 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2017.

Based on ProVise Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.