WIP
IEMG icon

Wellesley Investment Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wellesley Investment Partners’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 		$508K Buy
9,640
+964
+11% +$50.5K 0.17% 61
2020
Q2 		$412K Hold
8,676
– – 0.15% 67
2020
Q1 		$351K Hold
8,676
– – 0.14% 72
2019
Q4 		$466K Sell
8,676
-300
-3% -$15.5K 0.14% 76
2019
Q3 		$440K Buy
+8,976
New +$445K 0.14% 72

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

Wellesley Investment Partners's IEMG Position: Q3 2020 in Review

Wellesley Investment Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q3 2020, buying an estimated $50.5K and bringing the position to 9,640 shares worth $508K. The position accounts for 0.17% of the portfolio, ranked #61.

Wellesley Investment Partners first reported a position in IEMG in Q3 2019 and has held it in 5 quarters since. 1,122 funds tracked by Wall St. Rank hold IEMG as of Q3 2020.

  • Wellesley Investment Partners held 9,640 shares of iShares Core MSCI Emerging Markets ETF worth $508K as of Q3 2020.
  • Wellesley Investment Partners bought 964 iShares Core MSCI Emerging Markets ETF shares in Q3 2020, an estimated $50.5K.
  • iShares Core MSCI Emerging Markets ETF made up 0.17% of Wellesley Investment Partners's portfolio in Q3 2020, its #61 holding.
  • Wellesley Investment Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 5 quarters since.
  • 1,122 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.