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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Stonebridge Financial Planning Group's IEMG Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2022, closing a stake of 225 shares — an estimated $13K sold.

Stonebridge Financial Planning Group first reported a position in IEMG in Q4 2019 and held it in 9 quarters. The position peaked at $15K in Q2 2021. 1,479 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 225 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $13K.
Stonebridge Financial Planning Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares Core MSCI Emerging Markets ETF position peaked at $15K in Q2 2021.
1,479 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.