Squar Milner Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-13,914	Closed	-$662K	–	85
2020 Q2	$662K	Buy	+13,914	New	+$621K	0.38%	72
2020 Q1	–	Sell	-47	Closed	-$2K	–	815
2019 Q4	$2K	Sell	47 -53,283	-100%	-$2.75M	﹤0.01%	743
2019 Q3	$2.82M	Buy	53,330 +51,619	+3,017%	+$2.56M	1.44%	12
2019 Q2	$88K	Sell	1,711 -4,790	-74%	-$245K	0.06%	287
2019 Q1	$336K	Buy	+6,501	New	+$329K	0.25%	95
2018 Q3	–	Sell	-1,270	Closed	-$67K	–	807
2018 Q2	$67K	Buy	+1,270	New	+$71.2K	0.06%	293

Other funds holding IEMG

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Squar Milner Financial Services's IEMG Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2020, closing a stake of 13,914 shares — an estimated $662K sold.

Squar Milner Financial Services first reported a position in IEMG in Q2 2018 and held it in 6 quarters. The position peaked at $2.82M in Q3 2019. 1,122 funds tracked by Wall St. Rank hold IEMG as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 13,914 iShares Core MSCI Emerging Markets ETF shares in Q3 2020, an estimated $662K.
Squar Milner Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $2.82M in Q3 2019.
1,122 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.