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

Welch 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
2014
Q4 		– Sell
-3,474
Closed -$174K – 146
2014
Q3 		$174K Sell
3,474
-1,906
-35% -$101K 0.04% 113
2014
Q2 		$278K Hold
5,380
– – 0.06% 81
2014
Q1 		$265K Sell
5,380
-11,438
-68% -$539K 0.06% 73
2013
Q4 		$838K Buy
16,818
+412
+3% +$20.6K 0.19% 47
2013
Q3 		$798K Buy
+16,406
New +$774K 0.2% 49

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Welch Group's IEMG Position: Q4 2014 in Review

Welch Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2014, closing a stake of 3,474 shares — an estimated $174K sold.

Welch Group first reported a position in IEMG in Q3 2013 and held it in 5 quarters. The position peaked at $838K in Q4 2013. 216 funds tracked by Wall St. Rank hold IEMG as of Q4 2014.

  • Welch Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2014 after selling out during the quarter.
  • Welch Group sold 3,474 iShares Core MSCI Emerging Markets ETF shares in Q4 2014, an estimated $174K.
  • Welch Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2013 and held it in 5 quarters.
  • Welch Group's iShares Core MSCI Emerging Markets ETF position peaked at $838K in Q4 2013.
  • 216 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2014.

Based on Welch Group's 13F filing for Q4 2014, filed 20 Jan 2015.