SE
IEMG icon

Summit Equities’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Summit Equities’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
2016
Q1 		– Sell
-9,205
Closed -$363K – 24
2015
Q4 		$363K Buy
+9,205
New +$383K 0.11% 23

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Equities's IEMG Position: Q1 2016 in Review

Summit Equities sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2016, closing a stake of 9,205 shares — an estimated $363K sold.

Summit Equities first reported a position in IEMG in Q4 2015 and held it in 1 quarter. The position peaked at $363K in Q4 2015. 316 funds tracked by Wall St. Rank hold IEMG as of Q1 2016.

  • Summit Equities reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2016 after selling out during the quarter.
  • Summit Equities sold 9,205 iShares Core MSCI Emerging Markets ETF shares in Q1 2016, an estimated $363K.
  • Summit Equities first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and held it in 1 quarter.
  • Summit Equities's iShares Core MSCI Emerging Markets ETF position peaked at $363K in Q4 2015.
  • 316 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2016.

Based on Summit Equities's 13F filing for Q1 2016, filed 6 May 2016.