Stevens First Principles Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stevens First Principles Investment Advisors’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 Q3	–	Sell	-12	Closed	-$1K	–	167
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	154
2018 Q1	$1K	Sell	12 -4	-25%	-$237	﹤0.01%	151
2017 Q4	$1K	Sell	16 -7	-30%	-$391	﹤0.01%	186
2017 Q3	$1K	Buy	23 +2	+10%	+$106	﹤0.01%	172
2017 Q2	$1K	Buy	21 +6	+40%	+$296	﹤0.01%	178
2017 Q1	$1K	Buy	+15	New	+$691	﹤0.01%	160

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stevens First Principles Investment Advisors's IEMG Position: Q3 2018 in Review

Stevens First Principles Investment Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2018, closing a stake of 12 shares — an estimated $1K sold.

Stevens First Principles Investment Advisors first reported a position in IEMG in Q1 2017 and held it in 6 quarters. The position peaked at $1K in Q2 2018. 825 funds tracked by Wall St. Rank hold IEMG as of Q3 2018.

Stevens First Principles Investment Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 12 iShares Core MSCI Emerging Markets ETF shares in Q3 2018, an estimated $1K.
Stevens First Principles Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and held it in 6 quarters.
Stevens First Principles Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1K in Q2 2018.
825 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2018, filed 6 Nov 2018.