Strategic Wealth Management Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Strategic Wealth Management 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
2021 Q2	$441K	Sell	6,578 -874	-12%	-$57.6K	0.16%	74
2021 Q1	$480K	Buy	7,452 +1,690	+29%	+$111K	0.18%	71
2020 Q4	$357K	Sell	5,762 -141	-2%	-$8.13K	0.15%	76
2020 Q3	$312K	Buy	+5,903	New	+$309K	0.15%	79

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

Strategic Wealth Management Group's IEMG Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q2 2021, selling an estimated $57.6K and leaving 6,578 shares worth $441K. The position accounts for 0.16% of the portfolio, ranked #74.

Strategic Wealth Management Group first reported a position in IEMG in Q3 2020 and has held it in 4 quarters since. The position peaked at $480K in Q1 2021. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

Strategic Wealth Management Group held 6,578 shares of iShares Core MSCI Emerging Markets ETF worth $441K as of Q2 2021.
Strategic Wealth Management Group sold 874 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $57.6K.
iShares Core MSCI Emerging Markets ETF made up 0.16% of Strategic Wealth Management Group's portfolio in Q2 2021, its #74 holding.
Strategic Wealth Management Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and has held it in 4 quarters since.
Strategic Wealth Management Group's iShares Core MSCI Emerging Markets ETF position peaked at $480K in Q1 2021.
1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.