Stanford Investment Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-27,800	Closed	-$1.18M	–	135
2016 Q4	$1.18M	Hold	27,800	–	–	0.57%	18
2016 Q3	$1.27M	Sell	27,800 -1,580	-5%	-$70.2K	0.6%	19
2016 Q2	$1.23M	Buy	29,380 +975	+3%	+$39.9K	0.63%	18
2016 Q1	$1.18M	Sell	28,405 -9,300	-25%	-$352K	0.67%	18
2015 Q4	$1.49M	Buy	37,705 +30,695	+438%	+$1.28M	0.81%	14
2015 Q3	$280K	Buy	7,010 +3,238	+86%	+$139K	0.21%	39
2015 Q2	$181K	Hold	3,772	–	–	0.14%	56
2015 Q1	$182K	Buy	3,772 +104	+3%	+$4.98K	0.15%	54
2014 Q4	$173K	Buy	+3,668	New	+$179K	0.15%	58

Other funds holding IEMG

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

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

Stanford Investment Group's IEMG Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2017, closing a stake of 27,800 shares — an estimated $1.18M sold.

Stanford Investment Group first reported a position in IEMG in Q4 2014 and held it in 9 quarters. The position peaked at $1.49M in Q4 2015. 493 funds tracked by Wall St. Rank hold IEMG as of Q1 2017.

Stanford Investment Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 27,800 iShares Core MSCI Emerging Markets ETF shares in Q1 2017, an estimated $1.18M.
Stanford Investment Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares Core MSCI Emerging Markets ETF position peaked at $1.49M in Q4 2015.
493 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.