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

Signature Wealth Management 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
2018 Q4	–	Sell	-515	Closed	-$24K	–	178
2018 Q3	$24K	Buy	515 +28	+6%	+$1.46K	0.02%	139
2018 Q2	$26K	Hold	487	–	–	0.02%	131
2018 Q1	$28K	Hold	487	–	–	0.02%	125
2017 Q4	$28K	Buy	+487	New	+$27.2K	0.02%	125

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 $374B AUM 17.66% 1-Year Est. Return

Signature Wealth Management Group's IEMG Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2018, closing a stake of 515 shares — an estimated $24K sold.

Signature Wealth Management Group first reported a position in IEMG in Q4 2017 and held it in 4 quarters. The position peaked at $28K in Q1 2018. 957 funds tracked by Wall St. Rank hold IEMG as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 515 iShares Core MSCI Emerging Markets ETF shares in Q4 2018, an estimated $24K.
Signature Wealth Management Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares Core MSCI Emerging Markets ETF position peaked at $28K in Q1 2018.
957 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.