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IEMG icon

Stokes & Hubbell Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stokes & Hubbell Capital 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
2019
Q1 		$9.07M Sell
175,496
-97,766
-36% -$4.95M 1.91% 15
2018
Q4 		$12.9M Sell
273,262
-23,002
-8% -$1.11M 2.92% 8
2018
Q3 		$15.4M Buy
296,264
+7,639
+3% +$399K 3.2% 6
2018
Q2 		$15.2M Buy
288,625
+10,140
+4% +$569K 3.43% 5
2018
Q1 		$16.3M Buy
278,485
+33,404
+14% +$1.98M 3.77% 3
2017
Q4 		$13.9M Buy
245,081
+39,304
+19% +$2.19M 3.36% 7
2017
Q3 		$11.1M Buy
205,777
+78,003
+61% +$4.14M 2.89% 9
2017
Q2 		$6.39M Buy
127,774
+48,518
+61% +$2.39M 1.97% 11
2017
Q1 		$3.79M Buy
79,256
+65,272
+467% +$3.01M 1.29% 20
2016
Q4 		$594K Buy
+13,984
New +$613K 0.23% 61

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return