Riverpoint Wealth Management Holdings’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Riverpoint Wealth Management Holdings’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 Q3	–	Sell	-9,429	Closed	-$632K	–	66
2021 Q2	$632K	Buy	9,429 +3,829	+68%	+$252K	0.17%	49
2021 Q1	$360K	Buy	5,600 +1,420	+34%	+$93.4K	0.11%	66
2020 Q4	$259K	Sell	4,180 -1,666	-28%	-$96K	0.08%	74
2020 Q3	$309K	Buy	5,846 +285	+5%	+$14.9K	0.11%	65
2020 Q2	$265K	Sell	5,561 -1,446	-21%	-$64.5K	0.1%	65
2020 Q1	$284K	Sell	7,007 -143	-2%	-$7.02K	0.14%	57
2019 Q4	$384K	Buy	7,150 +190	+3%	+$9.79K	0.15%	54
2019 Q3	$341K	Hold	6,960	–	–	0.15%	53
2019 Q2	$358K	Buy	6,960 +1,798	+35%	+$91.9K	0.16%	46
2019 Q1	$267K	Hold	5,162	–	–	0.13%	55
2018 Q4	$243K	Buy	5,162 +405	+9%	+$19.6K	0.13%	60
2018 Q3	$246K	Buy	+4,757	New	+$248K	0.13%	59

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Riverpoint Wealth Management Holdings's IEMG Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2021, closing a stake of 9,429 shares — an estimated $632K sold.

Riverpoint Wealth Management Holdings first reported a position in IEMG in Q3 2018 and held it in 12 quarters. The position peaked at $632K in Q2 2021. 1,329 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

Riverpoint Wealth Management Holdings reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 9,429 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $632K.
Riverpoint Wealth Management Holdings first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and held it in 12 quarters.
Riverpoint Wealth Management Holdings's iShares Core MSCI Emerging Markets ETF position peaked at $632K in Q2 2021.
1,329 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.