SVB Investment Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

SVB Investment Services’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	$1.46M	Sell	26,236 -1,324	-5%	-$76.5K	0.9%	22
2021 Q4	$1.65M	Buy	27,560 +16,633	+152%	+$1.03M	1.1%	18
2021 Q3	$675K	Buy	10,927 +98	+0.9%	+$6.24K	0.45%	26
2021 Q2	$725K	Buy	10,829 +69	+0.6%	+$4.55K	0.48%	24
2021 Q1	$692K	Hold	10,760	–	–	0.55%	25
2020 Q4	$668K	Sell	10,760 -6,569	-38%	-$379K	0.52%	27
2020 Q3	$915K	Buy	17,329 +3	+0%	+$157	0.78%	21
2020 Q2	$825K	Buy	17,326 +3,884	+29%	+$173K	0.76%	20
2020 Q1	$544K	Buy	13,442 +13,183	+5,090%	+$647K	0.47%	26
2019 Q4	$14K	Buy	+259	New	+$13.3K	0.01%	52

Other funds holding IEMG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Investment Services's IEMG Position: Q1 2022 in Review

SVB Investment Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.8% in Q1 2022, selling an estimated $76.5K and leaving 26,236 shares worth $1.46M. The position accounts for 0.9% of the portfolio, ranked #22.

SVB Investment Services first reported a position in IEMG in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.65M in Q4 2021. 1,478 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

SVB Investment Services held 26,236 shares of iShares Core MSCI Emerging Markets ETF worth $1.46M as of Q1 2022.
SVB Investment Services sold 1,324 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $76.5K.
iShares Core MSCI Emerging Markets ETF made up 0.9% of SVB Investment Services's portfolio in Q1 2022, its #22 holding.
SVB Investment Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares Core MSCI Emerging Markets ETF position peaked at $1.65M in Q4 2021.
1,478 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.