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Treybourne Wealth Planners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Treybourne Wealth Planners’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 		$586K Hold
8,753
– – 0.36% 22
2021
Q1 		$563K Sell
8,753
-510
-6% -$33.6K 0.39% 22
2020
Q4 		$575K Buy
+9,263
New +$534K 0.41% 23

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Treybourne Wealth Planners's IEMG Position: Q2 2021 in Review

Treybourne Wealth Planners held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2021 at 8,753 shares worth $586K. The position accounts for 0.36% of the portfolio, ranked #22.

Treybourne Wealth Planners first reported a position in IEMG in Q4 2020 and has held it in 3 quarters since. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

  • Treybourne Wealth Planners held 8,753 shares of iShares Core MSCI Emerging Markets ETF worth $586K as of Q2 2021.
  • Treybourne Wealth Planners left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2021.
  • iShares Core MSCI Emerging Markets ETF made up 0.36% of Treybourne Wealth Planners's portfolio in Q2 2021, its #22 holding.
  • Treybourne Wealth Planners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.