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Wealthspire Advisors (Maryland)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$13.7M Buy
260,276
+230,683
+780% +$12.1M 0.48% 31
2020
Q2 		$1.41M Buy
29,593
+11,641
+65% +$520K 0.1% 124
2020
Q1 		$727K Buy
17,952
+2,552
+17% +$125K 0.06% 187
2019
Q4 		$828K Buy
15,400
+1,011
+7% +$52.1K 0.06% 195
2019
Q3 		$705K Buy
14,389
+1,550
+12% +$76.9K 0.05% 200
2019
Q2 		$660K Hold
12,839
– – 0.05% 206
2019
Q1 		$664K Buy
12,839
+64
+0.5% +$3.24K 0.05% 206
2018
Q4 		$602K Buy
12,775
+3,505
+38% +$169K 0.05% 190
2018
Q3 		$480K Buy
9,270
+3,787
+69% +$198K 0.04% 256
2018
Q2 		$288K Sell
5,483
-357
-6% -$20K 0.03% 375
2018
Q1 		$341K Buy
5,840
+1,162
+25% +$68.7K 0.03% 328
2017
Q4 		$266K Buy
4,678
+995
+27% +$55.5K 0.03% 401
2017
Q3 		$199K Buy
3,683
+738
+25% +$39.2K 0.02% 474
2017
Q2 		$147K Sell
2,945
-747
-20% -$36.9K 0.02% 553
2017
Q1 		$176K Sell
3,692
-1,753
-32% -$80.7K 0.03% 434
2016
Q4 		$231K Sell
5,445
-151
-3% -$6.62K 0.03% 333
2016
Q3 		$255K Buy
5,596
+195
+4% +$8.66K 0.04% 314
2016
Q2 		$226K Buy
5,401
+107
+2% +$4.38K 0.04% 334
2016
Q1 		$220K Buy
5,294
+185
+4% +$7K 0.04% 339
2015
Q4 		$201K Buy
+5,109
New +$213K 0.04% 358

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Wealthspire Advisors (Maryland)'s IEMG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 780% in Q3 2020, buying an estimated $12.1M and bringing the position to 260,276 shares worth $13.7M. The position accounts for 0.48% of the portfolio, ranked #31.

Wealthspire Advisors (Maryland) first reported a position in IEMG in Q4 2015 and has held it in 20 quarters since. 1,122 funds tracked by Wall St. Rank hold IEMG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 260,276 shares of iShares Core MSCI Emerging Markets ETF worth $13.7M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 230,683 iShares Core MSCI Emerging Markets ETF shares in Q3 2020, an estimated $12.1M.
  • iShares Core MSCI Emerging Markets ETF made up 0.48% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #31 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,122 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.