Signature Financial Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Signature Financial 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
2018 Q4	$1.03M	Buy	21,934 +4,345	+25%	+$210K	0.25%	46
2018 Q3	$910K	Buy	17,589 +124	+0.7%	+$6.47K	0.16%	62
2018 Q2	$917K	Hold	17,465	–	–	0.19%	58
2018 Q1	$1.02M	Hold	17,465	–	–	0.21%	52
2017 Q4	$994K	Sell	17,465 -12,835	-42%	-$717K	0.27%	46
2017 Q3	$1.64M	Hold	30,300	–	–	0.5%	37
2017 Q2	$1.52M	Hold	30,300	–	–	0.48%	37
2017 Q1	$1.45M	Hold	30,300	–	–	0.46%	37
2016 Q4	$1.29M	Hold	30,300	–	–	0.48%	39
2016 Q3	$1.38M	Hold	30,300	–	–	0.56%	31
2016 Q2	$1.27M	Buy	30,300 +3,700	+14%	+$152K	0.6%	32
2016 Q1	$1.11M	Buy	26,600 +14,000	+111%	+$529K	0.54%	39
2015 Q4	$496K	Buy	+12,600	New	+$525K	0.24%	52
2015 Q3	–	Sell	-5,515	Closed	-$265K	–	104
2015 Q2	$265K	Hold	5,515	–	–	0.17%	73
2015 Q1	$267K	Buy	+5,515	New	+$264K	0.17%	68

Other funds holding IEMG

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Signature Financial Management's IEMG Position: Q4 2018 in Review

Signature Financial Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q4 2018, buying an estimated $210K and bringing the position to 21,934 shares worth $1.03M. The position accounts for 0.25% of the portfolio, ranked #46.

Signature Financial Management first reported a position in IEMG in Q1 2015 and has held it in 15 quarters since. The position peaked at $1.64M in Q3 2017. 958 funds tracked by Wall St. Rank hold IEMG as of Q4 2018.

Signature Financial Management held 21,934 shares of iShares Core MSCI Emerging Markets ETF worth $1.03M as of Q4 2018.
Signature Financial Management bought 4,345 iShares Core MSCI Emerging Markets ETF shares in Q4 2018, an estimated $210K.
iShares Core MSCI Emerging Markets ETF made up 0.25% of Signature Financial Management's portfolio in Q4 2018, its #46 holding.
Signature Financial Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2015 and has held it in 15 quarters since.
Signature Financial Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.64M in Q3 2017.
958 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.