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

Viridian 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
2022 Q1	–	Sell	-72,316	Closed	-$4.18M	–	22
2021 Q4	$4.33M	Buy	+72,316	New	+$4.46M	0.91%	22
2021 Q2	–	Hold	0	–	–	–	21
2021 Q1	–	Sell	-58,411	Closed	-$3.84M	–	21
2020 Q4	$3.62M	Sell	58,411 -2,574	-4%	-$148K	1.01%	21
2020 Q3	$3.22M	Sell	60,985 -664	-1%	-$34.8K	1.07%	21
2020 Q2	$2.93M	Sell	61,649 -7,945	-11%	-$355K	1.06%	18
2020 Q1	$2.82M	Sell	69,594 -5,500	-7%	-$270K	1.28%	17
2019 Q4	$4.04M	Buy	75,094 +4,375	+6%	+$225K	1.44%	16
2019 Q3	$3.47M	Sell	70,719 -194	-0.3%	-$9.62K	1.44%	15
2019 Q2	$3.37M	Buy	70,913 +1,777	+3%	+$90.8K	1.36%	17
2019 Q1	$3.58M	Buy	69,136 +6,491	+10%	+$329K	1.58%	16
2018 Q4	$2.95M	Buy	62,645 +44,791	+251%	+$2.17M	1.48%	18
2018 Q3	$924K	Buy	+17,854	New	+$932K	0.41%	38

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

Viridian RIA's IEMG Position: Q1 2022 in Review

Viridian RIA sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2022, closing a stake of 72,316 shares — an estimated $4.18M sold.

Viridian RIA first reported a position in IEMG in Q3 2018 and held it in 11 quarters. The position peaked at $4.33M in Q4 2021. 1,479 funds tracked by Wall St. Rank hold IEMG as of Q1 2022.

Viridian RIA reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 72,316 iShares Core MSCI Emerging Markets ETF shares in Q1 2022, an estimated $4.18M.
Viridian RIA first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and held it in 11 quarters.
Viridian RIA's iShares Core MSCI Emerging Markets ETF position peaked at $4.33M in Q4 2021.
1,479 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.