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

WFG 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
2017
Q2 		$4K Sell
76
-136
-64% -$6.71K ﹤0.01% 1330
2017
Q1 		$10K Buy
+212
New +$9.77K ﹤0.01% 1073
2016
Q4 		– Sell
-1,096
Closed -$50K – 1635
2016
Q3 		$50K Buy
1,096
+95
+9% +$4.22K 0.01% 706
2016
Q2 		$42K Buy
1,001
+8
+0.8% +$328 0.01% 727
2016
Q1 		$41K Buy
993
+960
+2,909% +$36.3K 0.01% 714
2015
Q4 		$1K Hold
33
– – ﹤0.01% 1462
2015
Q3 		$1K Hold
33
– – ﹤0.01% 1499
2015
Q2 		$2K Hold
33
– – ﹤0.01% 1488
2015
Q1 		$2K Sell
33
-831
-96% -$39.8K ﹤0.01% 1545
2014
Q4 		$41K Sell
864
-56
-6% -$2.73K 0.01% 954
2014
Q3 		$46K Buy
920
+5
+0.5% +$265 0.01% 948
2014
Q2 		$47K Hold
915
– – 0.01% 937
2014
Q1 		$45K Sell
915
-1,537
-63% -$72.4K 0.01% 945
2013
Q4 		$122K Buy
2,452
+2,015
+461% +$101K 0.02% 670
2013
Q3 		$21K Buy
437
+366
+515% +$17.3K ﹤0.01% 1258
2013
Q2 		$3K Buy
+71
New +$3.51K ﹤0.01% 1773

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's IEMG Position: Q2 2017 in Review

WFG Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 64% in Q2 2017, selling an estimated $6.71K and leaving 76 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

WFG Advisors first reported a position in IEMG in Q2 2013 and has held it in 16 quarters since. The position peaked at $122K in Q4 2013. 559 funds tracked by Wall St. Rank hold IEMG as of Q2 2017.

  • WFG Advisors held 76 shares of iShares Core MSCI Emerging Markets ETF worth $4K as of Q2 2017.
  • WFG Advisors sold 136 iShares Core MSCI Emerging Markets ETF shares in Q2 2017, an estimated $6.71K.
  • iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1330 holding.
  • WFG Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $122K in Q4 2013.
  • 559 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.