Reilly Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Reilly Financial Advisors’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 Q4	$183K	Buy	3,060 +1,891	+162%	+$117K	0.01%	215
2021 Q3	$72K	Buy	+1,169	New	+$74.4K	0.01%	320
2021 Q2	–	Sell	-162	Closed	-$10K	–	1037
2021 Q1	$10K	Buy	+162	New	+$10.7K	﹤0.01%	701
2017 Q4	–	Sell	-100	Closed	-$5K	–	1001
2017 Q3	$5K	Buy	+100	New	+$5.3K	﹤0.01%	753
2016 Q4	–	Sell	-117	Closed	-$5K	–	862
2016 Q3	$5K	Buy	+117	New	+$5.2K	﹤0.01%	643
2015 Q3	–	Sell	-114	Closed	-$5K	–	1339
2015 Q2	$5K	Buy	+114	New	+$5.77K	﹤0.01%	1068

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

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

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

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

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

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

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

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

Reilly Financial Advisors's IEMG Position: Q4 2021 in Review

Reilly Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 162% in Q4 2021, buying an estimated $117K and bringing the position to 3,060 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #215.

Reilly Financial Advisors first reported a position in IEMG in Q2 2015 and has held it in 6 quarters since. 1,498 funds tracked by Wall St. Rank hold IEMG as of Q4 2021.

Reilly Financial Advisors held 3,060 shares of iShares Core MSCI Emerging Markets ETF worth $183K as of Q4 2021.
Reilly Financial Advisors bought 1,891 iShares Core MSCI Emerging Markets ETF shares in Q4 2021, an estimated $117K.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #215 holding.
Reilly Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and has held it in 6 quarters since.
1,498 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.