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

Westover Capital 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
2019 Q3	–	Sell	-30,658	Closed	-$1.58M	–	139
2019 Q2	$1.58M	Sell	30,658 -2,630	-8%	-$134K	0.78%	43
2019 Q1	$1.72M	Sell	33,288 -39,742	-54%	-$2.01M	0.89%	41
2018 Q4	$3.44M	Sell	73,030 -7,703	-10%	-$372K	2.15%	10
2018 Q3	$4.18M	Buy	+80,733	New	+$4.21M	2.12%	10

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Westover Capital Advisors's IEMG Position: Q3 2019 in Review

Westover Capital Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2019, closing a stake of 30,658 shares — an estimated $1.58M sold.

Westover Capital Advisors first reported a position in IEMG in Q3 2018 and held it in 4 quarters. The position peaked at $4.18M in Q3 2018. 1,002 funds tracked by Wall St. Rank hold IEMG as of Q3 2019.

Westover Capital Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
Westover Capital Advisors sold 30,658 iShares Core MSCI Emerging Markets ETF shares in Q3 2019, an estimated $1.58M.
Westover Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and held it in 4 quarters.
Westover Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $4.18M in Q3 2018.
1,002 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2019.

Based on Westover Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.