Royal Fund Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Royal Fund Management’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 Q1	–	Sell	-118	Closed	-$6K	–	647
2019 Q4	$6K	Buy	+118	New	+$6.08K	﹤0.01%	456
2019 Q2	–	Sell	-373	Closed	-$19K	–	596
2019 Q1	$19K	Buy	373 +134	+56%	+$6.79K	0.01%	305
2018 Q4	$11K	Buy	+239	New	+$11.6K	﹤0.01%	328
2018 Q3	–	Sell	-296	Closed	-$15K	–	580
2018 Q2	$15K	Sell	296 -181	-38%	-$10.1K	0.01%	310
2018 Q1	$27K	Sell	477 -855	-64%	-$50.6K	0.01%	250
2017 Q4	$75K	Buy	1,332 +928	+230%	+$51.8K	0.03%	182
2017 Q3	$21K	Buy	+404	New	+$21.4K	0.01%	243
2017 Q1	–	Sell	-236	Closed	-$10K	–	442
2016 Q4	$10K	Buy	+236	New	+$10.3K	0.01%	258

Other funds holding IEMG

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Royal Fund Management's IEMG Position: Q1 2020 in Review

Royal Fund Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 118 shares — an estimated $6K sold.

Royal Fund Management first reported a position in IEMG in Q4 2016 and held it in 8 quarters. The position peaked at $75K in Q4 2017. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

Royal Fund Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Royal Fund Management sold 118 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $6K.
Royal Fund Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and held it in 8 quarters.
Royal Fund Management's iShares Core MSCI Emerging Markets ETF position peaked at $75K in Q4 2017.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.