Stonebridge Financial Planning Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-225	Closed	-$13K	–	225
2021 Q4	$13K	Hold	225	–	–	0.01%	325
2021 Q3	$14K	Hold	225	–	–	0.01%	319
2021 Q2	$15K	Hold	225	–	–	0.01%	326
2021 Q1	$14K	Hold	225	–	–	0.01%	330
2020 Q4	$14K	Hold	225	–	–	0.01%	303
2020 Q3	$12K	Hold	225	–	–	0.01%	301
2020 Q2	$11K	Hold	225	–	–	0.01%	302
2020 Q1	$9K	Hold	225	–	–	0.01%	312
2019 Q4	$12K	Buy	+225	New	+$11.6K	0.01%	281

Other funds holding IEMG

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Creative Planning

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return