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Stratford Consulting’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stratford Consulting’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
2020
Q1 		$2.5M Buy
61,673
+51,567
+510% +$2.53M 1.14% 21
2019
Q4 		$543K Buy
10,106
+729
+8% +$37.6K 0.18% 33
2019
Q3 		$460K Buy
9,377
+581
+7% +$28.8K 0.16% 36
2019
Q2 		$452K Buy
8,796
+362
+4% +$18.5K 0.16% 34
2019
Q1 		$436K Buy
8,434
+275
+3% +$13.9K 0.16% 37
2018
Q4 		$385K Sell
8,159
-314
-4% -$15.2K 0.15% 37
2018
Q3 		$439K Buy
8,473
+324
+4% +$16.9K 0.16% 37
2018
Q2 		$428K Buy
8,149
+115
+1% +$6.45K 0.16% 36
2018
Q1 		$469K Sell
8,034
-942
-10% -$55.7K 0.18% 33
2017
Q4 		$511K Buy
8,976
+217
+2% +$12.1K 0.18% 33
2017
Q3 		$473K Sell
8,759
-71
-0.8% -$3.77K 0.18% 33
2017
Q2 		$442K Sell
8,830
-457
-5% -$22.5K 0.19% 27
2017
Q1 		$444K Sell
9,287
-51
-0.5% -$2.35K 0.18% 34
2016
Q4 		$396K Buy
9,338
+61
+0.7% +$2.67K 0.17% 35
2016
Q3 		$423K Sell
9,277
-1,771
-16% -$78.6K 0.19% 32
2016
Q2 		$462K Buy
11,048
+30
+0.3% +$1.23K 0.21% 33
2016
Q1 		$459K Buy
11,018
+12
+0.1% +$454 0.22% 33
2015
Q4 		$434K Buy
11,006
+167
+2% +$6.96K 0.22% 35
2015
Q3 		$432K Buy
10,839
+154
+1% +$6.6K 0.23% 33
2015
Q2 		$513K Sell
10,685
-503
-4% -$25.5K 0.26% 33
2015
Q1 		$541K Sell
11,188
-695
-6% -$33.3K 0.27% 32
2014
Q4 		$559K Sell
11,883
-883
-7% -$43.1K 0.29% 31
2014
Q3 		$639K Buy
12,766
+2,838
+29% +$150K 0.34% 29
2014
Q2 		$513K Buy
9,928
+267
+3% +$13.6K 0.27% 32
2014
Q1 		$474K Buy
+9,661
New +$455K 0.26% 30

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Stratford Consulting's IEMG Position: Q1 2020 in Review

Stratford Consulting increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 510% in Q1 2020, buying an estimated $2.53M and bringing the position to 61,673 shares worth $2.5M. The position accounts for 1.14% of the portfolio, ranked #21.

Stratford Consulting first reported a position in IEMG in Q1 2014 and has held it in 25 quarters since. 1,096 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

  • Stratford Consulting held 61,673 shares of iShares Core MSCI Emerging Markets ETF worth $2.5M as of Q1 2020.
  • Stratford Consulting bought 51,567 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $2.53M.
  • iShares Core MSCI Emerging Markets ETF made up 1.14% of Stratford Consulting's portfolio in Q1 2020, its #21 holding.
  • Stratford Consulting first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2014 and has held it in 25 quarters since.
  • 1,096 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.