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Secrest Blakey & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Secrest Blakey & Associates’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
2019
Q1 		– Sell
-6,493
Closed -$306K – 128
2018
Q4 		$306K Sell
6,493
-113
-2% -$5.46K 0.26% 73
2018
Q3 		$342K Buy
6,606
+22
+0.3% +$1.15K 0.26% 76
2018
Q2 		$346K Buy
6,584
+502
+8% +$28.1K 0.27% 82
2018
Q1 		$355K Sell
6,082
-96
-2% -$5.68K 0.3% 78
2017
Q4 		$352K Buy
+6,178
New +$345K 0.29% 78

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Secrest Blakey & Associates's IEMG Position: Q1 2019 in Review

Secrest Blakey & Associates sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2019, closing a stake of 6,493 shares — an estimated $306K sold.

Secrest Blakey & Associates first reported a position in IEMG in Q4 2017 and held it in 5 quarters. The position peaked at $355K in Q1 2018. 1,012 funds tracked by Wall St. Rank hold IEMG as of Q1 2019.

  • Secrest Blakey & Associates reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 6,493 iShares Core MSCI Emerging Markets ETF shares in Q1 2019, an estimated $306K.
  • Secrest Blakey & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 5 quarters.
  • Secrest Blakey & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $355K in Q1 2018.
  • 1,012 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2019.

Based on Secrest Blakey & Associates's 13F filing for Q1 2019, filed 6 May 2019.