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

WESPAC Advisors’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	–	Sell	-11,357	Closed	-$705K	–	173
2020 Q4	$705K	Buy	+11,357	New	+$655K	0.54%	69
2018 Q1	–	Sell	-17,387	Closed	-$989K	–	154
2017 Q4	$989K	Sell	17,387 -16,466	-49%	-$919K	0.92%	39
2017 Q3	$1.83M	Buy	+33,853	New	+$1.8M	1.21%	30

Other funds holding IEMG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

WESPAC Advisors's IEMG Position: Q1 2021 in Review

WESPAC Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2021, closing a stake of 11,357 shares — an estimated $705K sold.

WESPAC Advisors first reported a position in IEMG in Q3 2017 and held it in 3 quarters. The position peaked at $1.83M in Q3 2017. 1,347 funds tracked by Wall St. Rank hold IEMG as of Q1 2021.

WESPAC Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
WESPAC Advisors sold 11,357 iShares Core MSCI Emerging Markets ETF shares in Q1 2021, an estimated $705K.
WESPAC Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and held it in 3 quarters.
WESPAC Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.83M in Q3 2017.
1,347 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2021.

Based on WESPAC Advisors's 13F filing for Q1 2021, filed 10 May 2021.