Seven Springs Wealth Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Seven Springs Wealth Group’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
2021 Q2	–	Sell	-2,710	Closed	-$174K	–	110
2021 Q1	$174K	Sell	2,710 -38,401	-93%	-$2.53M	0.08%	57
2020 Q4	$2.55M	Sell	41,111 -838	-2%	-$48.3K	1.32%	14
2020 Q3	$2.21M	Sell	41,949 -22,324	-35%	-$1.17M	1.39%	13
2020 Q2	$3.06M	Buy	64,273 +1,565	+2%	+$69.8K	1.95%	12
2020 Q1	$2.54M	Sell	62,708 -82,303	-57%	-$4.04M	1.79%	11
2019 Q4	$7.8M	Buy	+145,011	New	+$7.47M	5.29%	6

Other funds holding IEMG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Seven Springs Wealth Group's IEMG Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2021, closing a stake of 2,710 shares — an estimated $174K sold.

Seven Springs Wealth Group first reported a position in IEMG in Q4 2019 and held it in 6 quarters. The position peaked at $7.8M in Q4 2019. 1,367 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

Seven Springs Wealth Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 2,710 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $174K.
Seven Springs Wealth Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's iShares Core MSCI Emerging Markets ETF position peaked at $7.8M in Q4 2019.
1,367 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.