USCA RIA’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

USCA RIA’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	$694K	Buy	10,366 +905	+10%	+$59.6K	0.04%	347
2021 Q1	$609K	Buy	+9,461	New	+$622K	0.04%	356
2019 Q4	–	Sell	-8,198	Closed	-$402K	–	474
2019 Q3	$402K	Sell	8,198 -2,111	-20%	-$105K	0.04%	334
2019 Q2	$530K	Buy	10,309 +1,064	+12%	+$54.4K	0.05%	288
2019 Q1	$478K	Buy	9,245 +3,278	+55%	+$166K	0.05%	283
2018 Q4	$281K	Sell	5,967 -1,610	-21%	-$77.8K	0.04%	346
2018 Q3	$392K	Sell	7,577 -1,318	-15%	-$68.8K	0.04%	345
2018 Q2	$467K	Buy	8,895 +223	+3%	+$12.5K	0.05%	308
2018 Q1	$506K	Buy	8,672 +3,073	+55%	+$182K	0.06%	292
2017 Q4	$319K	Buy	+5,599	New	+$313K	0.04%	356

Other funds holding IEMG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USCA RIA's IEMG Position: Q2 2021 in Review

USCA RIA increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.6% in Q2 2021, buying an estimated $59.6K and bringing the position to 10,366 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #347.

USCA RIA first reported a position in IEMG in Q4 2017 and has held it in 10 quarters since. 1,366 funds tracked by Wall St. Rank hold IEMG as of Q2 2021.

USCA RIA held 10,366 shares of iShares Core MSCI Emerging Markets ETF worth $694K as of Q2 2021.
USCA RIA bought 905 iShares Core MSCI Emerging Markets ETF shares in Q2 2021, an estimated $59.6K.
iShares Core MSCI Emerging Markets ETF made up 0.04% of USCA RIA's portfolio in Q2 2021, its #347 holding.
USCA RIA first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 10 quarters since.
1,366 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.