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

Wealthfront’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
2018 Q3	$742M	Buy	14,326,332 +3,037,656	+27%	+$159M	7.16%	5
2018 Q2	$593M	Buy	11,288,676 +1,331,854	+13%	+$74.7M	6.06%	6
2018 Q1	$581M	Buy	9,956,822 +1,161,575	+13%	+$68.7M	5.89%	7
2017 Q4	$500M	Buy	8,795,247 +1,824,021	+26%	+$102M	5.56%	6
2017 Q3	$377M	Buy	6,971,226 +900,724	+15%	+$47.8M	4.86%	8
2017 Q2	$304M	Buy	6,070,502 +547,943	+10%	+$27M	4.55%	8
2017 Q1	$264M	Buy	5,522,559 +181,190	+3%	+$8.35M	4.69%	8
2016 Q4	$227M	Buy	5,341,369 +1,396,480	+35%	+$61.2M	4.99%	8
2016 Q3	$180M	Buy	3,944,889 +592,629	+18%	+$26.3M	4.27%	8
2016 Q2	$140M	Buy	3,352,260 +752,506	+29%	+$30.8M	3.87%	8
2016 Q1	$108M	Sell	2,599,754 -3,720,607	-59%	-$141M	3.42%	8
2015 Q4	$249M	Buy	6,320,361 +2,531,138	+67%	+$105M	8.96%	3
2015 Q3	$151M	Buy	3,789,223 +237,208	+7%	+$10.2M	6.04%	6
2015 Q2	$171M	Buy	3,552,015 +764,081	+27%	+$38.7M	7.02%	5
2015 Q1	$135M	Buy	2,787,934 +592,224	+27%	+$28.4M	6.48%	5
2014 Q4	$103M	Buy	2,195,710 +1,644,467	+298%	+$80.3M	6.04%	6
2014 Q3	$27.6M	Buy	+551,243	New	+$29.2M	1.91%	9
2014 Q2	–	Sell	-112,848	Closed	-$5.6M	–	610
2014 Q1	$5.6M	Buy	+112,848	New	+$5.32M	0.7%	12

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront's IEMG Position: Q3 2018 in Review

Wealthfront increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 27% in Q3 2018, buying an estimated $159M and bringing the position to 14,326,332 shares worth $742M. The position accounts for 7.16% of the portfolio, ranked #5.

Wealthfront first reported a position in IEMG in Q1 2014 and has held it in 18 quarters since. 825 funds tracked by Wall St. Rank hold IEMG as of Q3 2018.

Wealthfront held 14,326,332 shares of iShares Core MSCI Emerging Markets ETF worth $742M as of Q3 2018.
Wealthfront bought 3,037,656 iShares Core MSCI Emerging Markets ETF shares in Q3 2018, an estimated $159M.
iShares Core MSCI Emerging Markets ETF made up 7.16% of Wealthfront's portfolio in Q3 2018, its #5 holding.
Wealthfront first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2014 and has held it in 18 quarters since.
825 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.