Rowland Carmichael Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Rowland Carmichael 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
2020 Q4	$6.33M	Buy	102,089 +71,875	+238%	+$4.14M	2%	8
2020 Q3	$1.59M	Buy	30,214 +21,357	+241%	+$1.12M	0.62%	35
2020 Q2	$422K	Buy	8,857 +6,102	+221%	+$272K	0.18%	140
2020 Q1	$111K	Sell	2,755 -2,948	-52%	-$145K	0.06%	252
2019 Q4	$307K	Sell	5,703 -496	-8%	-$25.6K	0.11%	219
2019 Q3	$304K	Sell	6,199 -12,506	-67%	-$620K	0.1%	214
2019 Q2	$962K	Buy	18,705 +643	+4%	+$32.9K	0.33%	74
2019 Q1	$934K	Buy	+18,062	New	+$915K	0.34%	71
2018 Q4	–	Sell	-4,740	Closed	-$245K	–	330
2018 Q3	$245K	Buy	4,740 +489	+12%	+$25.5K	0.1%	233
2018 Q2	$223K	Sell	4,251 -33	-0.8%	-$1.85K	0.09%	250
2018 Q1	$250K	Sell	4,284 -1,333	-24%	-$78.8K	0.14%	205
2017 Q4	$320K	Sell	5,617 -61	-1%	-$3.4K	0.16%	173
2017 Q3	$307K	Buy	5,678 +1,177	+26%	+$62.4K	0.17%	168
2017 Q2	$225K	Buy	4,501 +106	+2%	+$5.23K	0.13%	199
2017 Q1	$210K	Buy	+4,395	New	+$202K	0.13%	205
2016 Q4	–	Sell	-4,655	Closed	-$212K	–	309
2016 Q3	$212K	Sell	4,655 -2,345	-34%	-$104K	0.14%	204
2016 Q2	$293K	Sell	7,000 -374	-5%	-$15.3K	0.18%	158
2016 Q1	$307K	Buy	+7,374	New	+$279K	0.28%	108

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rowland Carmichael Advisors's IEMG Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 238% in Q4 2020, buying an estimated $4.14M and bringing the position to 102,089 shares worth $6.33M. The position accounts for 2% of the portfolio, ranked #8.

Rowland Carmichael Advisors first reported a position in IEMG in Q1 2016 and has held it in 18 quarters since. 1,294 funds tracked by Wall St. Rank hold IEMG as of Q4 2020.

Rowland Carmichael Advisors held 102,089 shares of iShares Core MSCI Emerging Markets ETF worth $6.33M as of Q4 2020.
Rowland Carmichael Advisors bought 71,875 iShares Core MSCI Emerging Markets ETF shares in Q4 2020, an estimated $4.14M.
iShares Core MSCI Emerging Markets ETF made up 2% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #8 holding.
Rowland Carmichael Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2016 and has held it in 18 quarters since.
1,294 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.