Sonora Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sonora Investment 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
2021 Q3	$36K	Buy	+584	New	+$37.2K	﹤0.01%	492
2019 Q2	–	Sell	-1,027	Closed	-$53K	–	1701
2019 Q1	$53K	Buy	+1,027	New	+$52K	0.01%	457
2017 Q3	–	Sell	-219	Closed	-$11K	–	1206
2017 Q2	$11K	Buy	+219	New	+$10.8K	﹤0.01%	681

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonora Investment Management's IEMG Position: Q3 2021 in Review

Sonora Investment Management opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2021: 584 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in IEMG as recently as Q1 2019.

Sonora Investment Management first reported a position in IEMG in Q2 2017 and has held it in 3 quarters since. The position peaked at $53K in Q1 2019. 1,329 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

Sonora Investment Management held 584 shares of iShares Core MSCI Emerging Markets ETF worth $36K as of Q3 2021.
iShares Core MSCI Emerging Markets ETF was a new Sonora Investment Management position in Q3 2021.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #492 holding.
Sonora Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 3 quarters since.
Sonora Investment Management's iShares Core MSCI Emerging Markets ETF position peaked at $53K in Q1 2019.
1,329 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.