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Wealth & Pension Services Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		$645K Hold
13,167
– – 0.47% 62
2019
Q2 		$677K Buy
13,167
+100
+0.8% +$5.11K 0.49% 57
2019
Q1 		$676K Buy
13,067
+1,400
+12% +$70.9K 0.53% 55
2018
Q4 		$550K Buy
11,667
+3,095
+36% +$150K 0.5% 58
2018
Q3 		$444K Buy
+8,572
New +$447K 0.45% 51

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth & Pension Services Group's IEMG Position: Q3 2019 in Review

Wealth & Pension Services Group held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2019 at 13,167 shares worth $645K. The position accounts for 0.47% of the portfolio, ranked #62.

Wealth & Pension Services Group first reported a position in IEMG in Q3 2018 and has held it in 5 quarters since. The position peaked at $677K in Q2 2019. 1,002 funds tracked by Wall St. Rank hold IEMG as of Q3 2019.

  • Wealth & Pension Services Group held 13,167 shares of iShares Core MSCI Emerging Markets ETF worth $645K as of Q3 2019.
  • Wealth & Pension Services Group left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2019.
  • iShares Core MSCI Emerging Markets ETF made up 0.47% of Wealth & Pension Services Group's portfolio in Q3 2019, its #62 holding.
  • Wealth & Pension Services Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and has held it in 5 quarters since.
  • Wealth & Pension Services Group's iShares Core MSCI Emerging Markets ETF position peaked at $677K in Q2 2019.
  • 1,002 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.