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Rockefeller Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Rockefeller Financial Services’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 		$256K Hold
4,500
– – ﹤0.01% 326
2017
Q3 		$243K Buy
+4,500
New +$239K ﹤0.01% 319

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Rockefeller Financial Services's IEMG Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q4 2017 at 4,500 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Rockefeller Financial Services first reported a position in IEMG in Q3 2017 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold IEMG as of Q4 2017.

  • Rockefeller Financial Services held 4,500 shares of iShares Core MSCI Emerging Markets ETF worth $256K as of Q4 2017.
  • Rockefeller Financial Services left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q4 2017.
  • iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #326 holding.
  • Rockefeller Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and has held it in 2 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.