Winfield Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Winfield Associates’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 Q3	–	Sell	-3,300	Closed	-$221K	–	153
2021 Q2	$221K	Hold	3,300	–	–	0.08%	139
2021 Q1	$212K	Hold	3,300	–	–	0.09%	131
2020 Q4	$205K	Buy	+3,300	New	+$190K	0.09%	124
2020 Q1	–	Sell	-7,800	Closed	-$419K	–	134
2019 Q4	$419K	Sell	7,800 -10	-0.1%	-$515	0.19%	85
2019 Q3	$383K	Hold	7,810	–	–	0.19%	87
2019 Q2	$402K	Hold	7,810	–	–	0.21%	87
2019 Q1	$404K	Hold	7,810	–	–	0.22%	87
2018 Q4	$368K	Buy	+7,810	New	+$378K	0.23%	83

Other funds holding IEMG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Winfield Associates's IEMG Position: Q3 2021 in Review

Winfield Associates sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2021, closing a stake of 3,300 shares — an estimated $221K sold.

Winfield Associates first reported a position in IEMG in Q4 2018 and held it in 8 quarters. The position peaked at $419K in Q4 2019. 1,328 funds tracked by Wall St. Rank hold IEMG as of Q3 2021.

Winfield Associates reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Winfield Associates sold 3,300 iShares Core MSCI Emerging Markets ETF shares in Q3 2021, an estimated $221K.
Winfield Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 8 quarters.
Winfield Associates's iShares Core MSCI Emerging Markets ETF position peaked at $419K in Q4 2019.
1,328 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2021.

Based on Winfield Associates's 13F filing for Q3 2021, filed 14 Oct 2021.