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

WealthStone’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 Q1	$1.04M	Buy	16,251 +2,077	+15%	+$137K	0.36%	42
2020 Q4	$879K	Buy	14,174 +610	+4%	+$35.2K	0.31%	46
2020 Q3	$716K	Sell	13,564 -6,742	-33%	-$353K	0.33%	49
2020 Q2	$967K	Buy	+20,306	New	+$906K	0.46%	27
2020 Q1	–	Sell	-38,777	Closed	-$2.08M	–	32
2019 Q4	$2.08M	Buy	38,777 +606	+2%	+$31.2K	1.23%	12
2019 Q3	$1.87M	Buy	+38,171	New	+$1.89M	0.99%	16
2019 Q2	–	Hold	0	–	–	–	21

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

WealthStone's IEMG Position: Q1 2021 in Review

WealthStone increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 15% in Q1 2021, buying an estimated $137K and bringing the position to 16,251 shares worth $1.04M. The position accounts for 0.36% of the portfolio, ranked #42.

WealthStone first reported a position in IEMG in Q3 2019 and has held it in 6 quarters since. The position peaked at $2.08M in Q4 2019. 1,346 funds tracked by Wall St. Rank hold IEMG as of Q1 2021.

WealthStone held 16,251 shares of iShares Core MSCI Emerging Markets ETF worth $1.04M as of Q1 2021.
WealthStone bought 2,077 iShares Core MSCI Emerging Markets ETF shares in Q1 2021, an estimated $137K.
iShares Core MSCI Emerging Markets ETF made up 0.36% of WealthStone's portfolio in Q1 2021, its #42 holding.
WealthStone first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 6 quarters since.
WealthStone's iShares Core MSCI Emerging Markets ETF position peaked at $2.08M in Q4 2019.
1,346 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.