Winslow Evans & Crocker’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$43K	Buy	+700	New	+$40.4K	0.01%	630
2020 Q3	–	Sell	-160	Closed	-$8K	–	1123
2020 Q2	$8K	Buy	+160	New	+$7.14K	﹤0.01%	784
2018 Q3	–	Sell	-386	Closed	-$22K	–	1122
2018 Q2	$22K	Sell	386 -394	-51%	-$22.1K	0.01%	659
2018 Q1	$45.6K	Buy	780 +410	+111%	+$24.2K	0.01%	496
2017 Q4	$21.1K	Buy	+370	New	+$20.7K	0.01%	646
2017 Q3	–	Sell	-495	Closed	-$24.8K	–	1179
2017 Q2	$24.8K	Buy	+495	New	+$24.4K	0.01%	708
2016 Q3	–	Sell	-270	Closed	-$11.3K	–	1306
2016 Q2	$11.3K	Hold	270	–	–	﹤0.01%	841
2016 Q1	$11.2K	Hold	270	–	–	﹤0.01%	850
2015 Q4	$10.6K	Buy	+270	New	+$11.2K	﹤0.01%	894

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

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

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

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

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

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

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

Winslow Evans & Crocker's IEMG Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2020: 700 shares worth $43K. The stake represents 0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IEMG as recently as Q2 2020.

Winslow Evans & Crocker first reported a position in IEMG in Q4 2015 and has held it in 9 quarters since. The position peaked at $45.6K in Q1 2018. 1,295 funds tracked by Wall St. Rank hold IEMG as of Q4 2020.

Winslow Evans & Crocker held 700 shares of iShares Core MSCI Emerging Markets ETF worth $43K as of Q4 2020.
iShares Core MSCI Emerging Markets ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #630 holding.
Winslow Evans & Crocker first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and has held it in 9 quarters since.
Winslow Evans & Crocker's iShares Core MSCI Emerging Markets ETF position peaked at $45.6K in Q1 2018.
1,295 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.