Stewardship Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stewardship Financial 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
2021 Q1	$1.94M	Buy	30,172 +9,546	+46%	+$628K	0.68%	23
2020 Q4	$1.28M	Buy	20,626 +14,600	+242%	+$842K	0.47%	31
2020 Q3	$318K	Buy	+6,026	New	+$316K	0.13%	44
2019 Q4	–	Sell	-512	Closed	-$25K	–	92
2019 Q3	$25K	Buy	+512	New	+$25.4K	0.01%	61
2019 Q2	–	Sell	-495	Closed	-$26K	–	68
2019 Q1	$26K	Buy	+495	New	+$25.1K	0.01%	60
2018 Q4	–	Sell	-194,509	Closed	-$10.1M	–	64
2018 Q3	$10.1M	Sell	194,509 -101,148	-34%	-$5.28M	4.74%	8
2018 Q2	$15.5M	Buy	295,657 +34,820	+13%	+$1.95M	7.73%	4
2018 Q1	$15.2M	Buy	260,837 +120,276	+86%	+$7.11M	7.59%	4
2017 Q4	$8M	Buy	140,561 +113,655	+422%	+$6.35M	4.11%	10
2017 Q3	$1.45M	Buy	26,906 +5,969	+29%	+$317K	0.84%	24
2017 Q2	$1.05M	Buy	20,937 +10,167	+94%	+$502K	0.63%	26
2017 Q1	$515K	Buy	+10,770	New	+$496K	0.32%	40

Other funds holding IEMG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stewardship Financial Advisors's IEMG Position: Q1 2021 in Review

Stewardship Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 46% in Q1 2021, buying an estimated $628K and bringing the position to 30,172 shares worth $1.94M. The position accounts for 0.68% of the portfolio, ranked #23.

Stewardship Financial Advisors first reported a position in IEMG in Q1 2017 and has held it in 12 quarters since. The position peaked at $15.5M in Q2 2018. 1,346 funds tracked by Wall St. Rank hold IEMG as of Q1 2021.

Stewardship Financial Advisors held 30,172 shares of iShares Core MSCI Emerging Markets ETF worth $1.94M as of Q1 2021.
Stewardship Financial Advisors bought 9,546 iShares Core MSCI Emerging Markets ETF shares in Q1 2021, an estimated $628K.
iShares Core MSCI Emerging Markets ETF made up 0.68% of Stewardship Financial Advisors's portfolio in Q1 2021, its #23 holding.
Stewardship Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and has held it in 12 quarters since.
Stewardship Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $15.5M in Q2 2018.
1,346 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.