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Robertson Stephens Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Robertson Stephens 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
2017
Q3 		$1.39M Buy
25,670
+17,525
+215% +$930K 1.2% 21
2017
Q2 		$408K Sell
8,145
-5,373
-40% -$265K 0.37% 48
2017
Q1 		$484K Buy
13,518
+5,389
+66% +$248K 0.43% 53
2016
Q4 		$345K Buy
+8,129
New +$356K 0.2% 104

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Robertson Stephens Advisors's IEMG Position: Q3 2017 in Review

Robertson Stephens Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 215% in Q3 2017, buying an estimated $930K and bringing the position to 25,670 shares worth $1.39M. The position accounts for 1.2% of the portfolio, ranked #21.

Robertson Stephens Advisors first reported a position in IEMG in Q4 2016 and has held it in 4 quarters since. 607 funds tracked by Wall St. Rank hold IEMG as of Q3 2017.

  • Robertson Stephens Advisors held 25,670 shares of iShares Core MSCI Emerging Markets ETF worth $1.39M as of Q3 2017.
  • Robertson Stephens Advisors bought 17,525 iShares Core MSCI Emerging Markets ETF shares in Q3 2017, an estimated $930K.
  • iShares Core MSCI Emerging Markets ETF made up 1.2% of Robertson Stephens Advisors's portfolio in Q3 2017, its #21 holding.
  • Robertson Stephens Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 4 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.