Tower View Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Tower View Wealth Management’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	–	Sell	-438	Closed	-$24K	–	121
2019 Q4	$24K	Buy	438 +7	+2%	+$361	0.02%	99
2019 Q3	$21K	Hold	431	–	–	0.02%	98
2019 Q2	$22K	Hold	431	–	–	0.02%	96
2019 Q1	$22K	Hold	431	–	–	0.02%	96
2018 Q4	$20K	Hold	431	–	–	0.02%	100
2018 Q3	$22K	Buy	+431	New	+$22.5K	0.02%	112

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Tower View Wealth Management's IEMG Position: Q1 2020 in Review

Tower View Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 438 shares — an estimated $24K sold.

Tower View Wealth Management first reported a position in IEMG in Q3 2018 and held it in 6 quarters. The position peaked at $24K in Q4 2019. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

Tower View Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Tower View Wealth Management sold 438 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $24K.
Tower View Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and held it in 6 quarters.
Tower View Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $24K in Q4 2019.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

Based on Tower View Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.