WIM
IEMG icon

Windhaven Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Windhaven Investment Management’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
Q1 		– Sell
-56,444
Closed -$2.4M – 27
2016
Q4 		$2.4M Buy
+56,444
New +$2.48M 0.03% 25
2016
Q1 		– Sell
-72,304
Closed -$2.85M – 37
2015
Q4 		$2.85M Buy
+72,304
New +$3.01M 0.02% 35

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Windhaven Investment Management's IEMG Position: Q1 2017 in Review

Windhaven Investment Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2017, closing a stake of 56,444 shares — an estimated $2.4M sold.

Windhaven Investment Management first reported a position in IEMG in Q4 2015 and held it in 2 quarters. The position peaked at $2.85M in Q4 2015. 493 funds tracked by Wall St. Rank hold IEMG as of Q1 2017.

  • Windhaven Investment Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
  • Windhaven Investment Management sold 56,444 iShares Core MSCI Emerging Markets ETF shares in Q1 2017, an estimated $2.4M.
  • Windhaven Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and held it in 2 quarters.
  • Windhaven Investment Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.85M in Q4 2015.
  • 493 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2017.

Based on Windhaven Investment Management's 13F filing for Q1 2017, filed 10 May 2017.